Thank you!
We appreciate you reaching out to The Retirement Planning Group.
One of our Wealth Managers will be reaching out to you shortly. Our process begins with an initial phone call where you can discuss your goals and get answers to all of your questions.
Financial Planning
We build financial plans to solve your problems.
Payroll and Tax Returns
Our tax division does personal and corporate tax returns as well as payroll and bookkeeping. In some cases, we provide some services free of charge.
Asset Management
We manage your money for you – with real-time access to your accounts via a phone app.
Recent Updates
Weekly Market Update – August 30, 2024
Quick Takes Reassuring growth and inflation data left stocks and bonds mixed for the week but up for the month of August. The S&P 500 Index inched up +0.2% for the week, and finished August up +2.3%, its fourth straight monthly gain. Second quarter GDP was...
Weekly Market Update – August 23, 2024
Quick Takes Stock and bond investors received the green light from Federal Reserve Chairman Jerome Powell and sent markets higher. Powell made the case that the time had come for a shift to less restrictive monetary policy and essentially guaranteed a rate cut in...
Weekly Market Update – August 16, 2024
Quick Takes A trifecta of low inflation readings sets the stage for the Federal Reserve to cut interest rates in mid-September. Wholesale inflation, consumer inflation, and import prices were all relatively soft and helped rekindle investor confidence after the sharp...
