They'll create a plan and proactively manage every aspect of finances, retirement, and taxes.

Finance

The Retirement Planning Group

The Retirement Planning Group's headquarters in Leawood, KS, United States

Kevin M. Conard

Ryan Costello

Chris Bouffard

John Vu

The Wealth Management Team at The Retirement Planning Group develops and executes comprehensive financial, retirement, and tax strategies tailored to individual client needs. They proactively manage clients' financial portfolios to ensure long-term growth, stability, and security.

Wealth Management Team

The Tax Team at The Retirement Planning Group is responsible for developing and overseeing comprehensive tax strategies, ensuring compliance, and optimizing tax efficiency for clients. They provide personalized tax planning and advisory services, prepare and file tax returns, and proactively manage tax-related aspects of clients' financial and retirement plans.

Tax Team

The Leadership Team at The Retirement Planning Group is responsible for setting the strategic direction of the company, overseeing financial operations, and ensuring exceptional client service. Comprising experienced professionals in wealth management, operations, and executive leadership, the team fosters collaboration to develop comprehensive retirement strategies while navigating complexities in taxes and financial planning. Their collective expertise drives the firm's commitment to helping clients achieve their retirement goals.

Leadership Team

The Client Relationship Management team at The Retirement Planning Group is responsible for building and maintaining strong relationships with clients. They ensure clients receive personalized and proactive financial, retirement, and tax planning services. The team addresses client needs, manages ongoing communications, and works closely to create and adjust tailored financial strategies.

Client Relationship Management

The Operations Team at The Retirement Planning Group ensures the seamless execution of all financial, retirement, and tax management plans. Comprising Operations Specialists and an Office Assistant, they handle administrative tasks, process transactions, maintain client records, and support financial advisors to ensure client satisfaction and regulatory compliance.

The Retirement Planning Group

Org chart

Teams

Wealth Management Team

Tax Team

Leadership Team

Client Relationship Management

Operations Team

Offices

The Retirement Planning Group

Org chart

Teams

Wealth Management Team

Tax Team

Leadership Team

Client Relationship Management

Operations Team

Offices

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