The Retirement Planning Group - Leawood, Kansas

Address: 11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211.
Phone: 34988898.
Website: planningretirements.com
Specialties: Financial planner, Bookkeeping service, Financial advisor, Investment service, Payroll service, Tax preparation service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 111 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of The Retirement Planning Group

☎️34988898

⏰ Open Hours of The Retirement Planning Group

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–3:30 PM
Saturday: Closed
Sunday: Closed

Introduction to The Retirement Planning Group

Located at 11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211, The Retirement Planning Group stands out as a comprehensive financial services provider. With an accessible wheelchair accessible entrance, parking lot, and restroom, along with the convenience of online appointments and onsite services, this company caters to a wide range of clients' needs, ensuring a seamless experience for everyone, regardless of mobility.

Key Services and Specialties

The Retirement Planning Group boasts an array of services tailored to help individuals and businesses manage their financial futures effectively. Their specialties include:

Financial Planning: Crafting personalized retirement strategies.
Bookkeeping Service: Ensuring accurate financial records.
Financial Advisory: Offering expert advice on various financial matters.
Investment Service: Guiding clients through investment opportunities.
Payroll Service: Handling payroll logistics efficiently.
Tax Preparation Service: Simplifying the tax filing process.

Contact Information and Online Presence

For those seeking more personalized advice or to schedule a consultation, The Retirement Planning Group can be reached at 34988898. Their website, planningretirements.com, provides comprehensive information about their services and how to utilize them. The company's average opinion on Google My Business is an impressive 4.9/5, reflecting the high level of service and satisfaction their clients experience.

Additional Points of Interest

- The firm recommends scheduling appointments in advance to ensure a dedicated consultation time.

- Their free parking lot and onsite parking are convenient for clients who prefer driving over public transport.

Customer Experience and Recommendations

Testimonials from satisfied clients highlight the exceptional service provided by The Retirement Planning Group. One client noted, "The team is knowledgeable, approachable, and very responsive," indicating a company that values client interaction and feedback. Another review praises the accessibility and friendliness of the team, reinforcing the company's commitment to customer satisfaction.

Given these glowing reviews and the comprehensive services offered, potential clients are strongly encouraged to reach out to The Retirement Planning Group. Whether you're planning for retirement, looking to optimize your tax situation, or seeking investment guidance, this group is equipped to meet your needs.

To take the first step towards securing your financial future, visit their website or call them directly at 34988898 to schedule an appointment. Their wheelchair-accessible facilities and online booking options make it easy for anyone to get started on their financial planning journey.

Don't wait to secure your financial future. Contact The Retirement Planning Group today

👍 Reviews of The Retirement Planning Group

The Retirement Planning Group - Leawood, Kansas

Lindsay S. G.

5/5

Retirement Planning Group has been great for me. My advisor (and the whole team) is knowledgeable and approachable. They're easy to get a hold of, and very responsive. I've also utilized their tax services and that too has been a great experience. Everyone I interact with is top notch. I highly recommend Retirement Planning Group.

Janice C.

5/5

We have entrusted The Retirement Planning Group for years. I feel they explain our portfolio in terms I understand, celebrate when things are going great, and reassure me when the markets aren’t favorable. I feel confident they are listening, and are watching out for our future.

Martin J.

5/5

I’ve trusted the financial advice of Troy Hedman and the team at The Retirement Planning Group for several years now. As most of us know, we all tend to do business with the people we trust and like. And when it comes to my financial plan i want to have complete trust and confidence in the advice I’m getting. I can unequivocally say that Troy and the team at TRPG have earned my trust and I truly value their relationship. I highly recommend contacting Troy and his team to see how they can assist you in your financial journey.

R. Martin Jones
January 1. 2025

Connie W.

5/5

Dwight Twillman at TRPG has been a great help for my family. He always takes plenty of time with you, is very well versed in how to make your money grow, and really wants to get to know you, your family, and your wants and needs. The rest of the staff have been friendly and always relay my messages. I highly recommend Dwight and the whole team at TRPG for managing your accounts.
Connie Whitham

David F.

5/5

Ethan Pace and Elysha Comer at TRPG have provided excellent analysis, recommendations and service. The transfer from our prior group was seamless. Ethan took the time we needed to fully understand RPGs recommendations. Our Brokerage account had substantial unrealized gains. Ethan and Elysha worked together to recommend a plan that minimized our capital gains and yet used the RPG investment model. During the end of year tax planning session, Elysha showed us how this met our goal of avoiding a tier step up in IRMAA adjustment for our Medicare costs. They've been excellent listeners to our needs and concerns, and have provided true service excellence.

Angela J.

5/5

Working with Dwight and his team has been easy and exciting. He has calmed the unknown and fear of retiring for us and truly has our interests and lively hood at the forefront. He and his team are always there for the random question and respond promptly.

Karen S.

5/5

I really appreciate the work of my financial advisor's team and the income tax services. Ethan Pace at TRPG was with me during some major non-retirement life decisions, really listened to my objectives, and helped me achieve them. I feel confident in my retirement plan and would recommend this organization to others. My advisor has gone above and beyond so many times with personalized service and solid investment and estate advice. I look forward to my annual meetings and a few Q&A sessions each year. The whole team is supporting me well from consolidating my investments, diversifying and investing vested RSUs, running executive income tax projections, and modeling my retirement plan...all the way into my 90's.

Guy S. G.

5/5

Retirement Planning Group has been an ideal fit for my financial advisor needs. I’ve been pleased with the advisor assigned to my account. She is both knowledgeable and very responsive to my requests. Retirement Planning Group has been professional and customer focused, overall. The associated tax service is an essential component of the firm’s planning service for me. I’d highly recommend Retirement Planning Group.