Experience

The Retirement Planning Group

• United States
• Financial Services
• 1 - 100 Employee

• CEO

  • Feb 2004 - 19 years 11 months

  We help folks that are in the middle of a life event (nearing retirement, job change, inheritance, divorce) or those that are just looking to get a second opinion on how their investments are currently being managed/hidden fee analysis and/or want to see if they are on track to hit their goals. We are a full-service wealth management firm: financial planning, retirement income planning, tax returns, asset management, and identity theft protection. We are an SEC Registered Investment Advisory… Show more We help folks that are in the middle of a life event (nearing retirement, job change, inheritance, divorce) or those that are just looking to get a second opinion on how their investments are currently being managed/hidden fee analysis and/or want to see if they are on track to hit their goals. We are a full-service wealth management firm: financial planning, retirement income planning, tax returns, asset management, and identity theft protection. We are an SEC Registered Investment Advisory firm and a fiduciary. Show less



blooom

• Co-Founder

  • Feb 2013 - Sep 2017

  Overland Park, KS 66213 Built to serve anyone with a heartbeat and a 401k! Fastest growing robo-investment advisory firm that manages north of $5 billion for over 26,000+ clients. We are an SEC registered investment advisory firm and serve as a fiduciary.