We are an independent registered investment advisory firm that specializes in helping individuals and families plan for and achieve their retirement goals. Over 1,500 families* already trust us to guide them toward their ideal financial future.
Our team consists of CERTIFIED FINANCIAL PLANNER professionals, CPAs, CRPC®s, or Chartered Financial Analyst® that are here to guide you. Our comprehensive retirement planning and wealth management approach includes assessing your current financial situation, setting financial goals, and implementing a personalized financial plan to help you achieve your long-term retirement objectives. See how we work.
When you become a client of The Retirement Planning Group, you are assigned to a dedicated group of professionals: a Wealth Manager, Tax Professional, Investment Team Member, and Client Relationship Manager. Each professional is position-specific and designed to help in a specific area while collaborating with the entire team. When you have a team working on your behalf, with each person dedicated to a discipline, you can get better results.
Discover real-life success stories of clients who trusted The Retirement Planning Group for their retirement planning needs in Kansas City, St Louis, and Denver. Read our case studies and learn how we can help secure your financial future.
*As of 1/1/2022
David Nyman
David was born and raised in Overland Park, Kansas, where he studied Finance and Math at Avila University and played baseball. David started with a Math degree but wasn't sure what path he wanted or could take with that degree. One day he googled, "What can you do with a math degree?" and he came across the financial advisory career path. His natural inclination towards math and his desire to help others started him down the path to becoming a financial advisor.
David started with TRPG in early 2020 and has since transferred his passion for athletics to helping clients plan for their ideal financial future. He enjoys building personal relationships with clients while being their financial guide. David's goal is to help his clients understand the financial concepts related to their unique situation so they can stress less and enjoy their lives.
Outside of work, David enjoys spending time with his wife Morgyn, daughter Everly, and their dog Archie, spending time with family, golfing, and watching every sporting event possible.
Ryan Costello
CFP®
Ryan was born and raised in Olathe, KS and currently resides in Leawood, KS. His drive and competitiveness stems from a background in athletics, which has played a big role in who he is today. Ryan has been a Financial Advisor since he got out of school in 2002. Although he didn't realize it at the time, his destiny into the world of finance began early in his high school days when a checkbook of his didn't quite balance out. From that point forward, he developed a meticulous attention to detail with all things financial - a trait that he proudly carries with him today.
Ryan was here the day The Retirement Planning Group opened its doors in 2004. He has worked in all capacities with The Retirement Planning Group since then. Ryan's passion and love for this business truly lies in helping clients with a worry-free and fulfilling retirement. In 2013, Ryan attained the CERTIFIED FINANCIAL PLANNER™ designation - one of the great personal achievements of his career.
He and his wife, Aislinn, stay busy keeping up with their three children, Lucy, Rose, & Leo. Spending time together as a family is the most rewarding thing for Ryan - whether it's taking a trip together, relaxing at the lake, or pancake Saturdays. Outside of work, Ryan enjoys being as active as possible by trying to exercise regularly, pretending to be a golfer, and chasing kiddos around the yard.
General Information |
Firm Start Year: | 2004 | |
No. of Employees: | 20-49 | |
Insurance License#: | 6098929 |
Name of Custodial Firm: | Charles Schwab, Fidelity |
Work with the following types of clients: | Businesses, 7685976861, Individual Investors |
Advisory Services Provided: | Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services |
Services |
Investment Types: | Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks |
Can meet clients in the following ways: | Your Home, Phone, Email, Our Office, Video Conference, Our Offices |
Firm Information |
Firm's Number of Clients: | Over 1500 |
Assets Managed by Firm: | $1,000,000,000+ |
Compensation and Fees |
Fee Structure: | Fee-Only |
Compensation Methods: | Based on Assets, Hourly, Flat Fee |
Education |
BA in Business Finance | Baker University
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Financial Services |
Portfolio Management
At The Retirement Planning Group, we absolutely take into account your attitudes toward risk, but we cross-reference that with the plan we've built for you. |
Retirement Planning
When you engage with one of our Wealth Managers, they will sit down with you and show you your entire financial picture in real-time. It'll be simple, documented, and empowering! From there, they'll show you certain levers that can be pulled to help you save money in a better way, retire sooner, and help you to have more income in retirement.
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Estate Planning & Trusts
We've done the footwork for you. |
Tax Advice and Services
We've married Wealth Management and tax advice. And as a result, not only do we prepare and file clients' tax returns - but we do it a new and unique way. |
Wealth Management
Who Needs A Wealth Management Advisor? |
Disclosures |
ADV Part 2
Form CRS |
Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
Mon. | 8:30 AM - 5:00 PM |
Tue. | 8:30 AM - 5:00 PM |
Wed. | 8:30 AM - 5:00 PM |
Thu. | 8:30 AM - 5:00 PM |
Fri. | 8:30 AM - 3:30 PM |