Wouldn't it be great if there was a financial firm that understood your journey
in life and could help you create a financial plan to fulfill that journey? Well,
look no further. Introducing The Retirement Planning Group! This firm focuses on life stage financial planning ? planning that meets you where you are and
helps you grab your future.
Feeling disorganized? Not sure where to even start? Worried if you are on
track? Are there other things you could be doing? Wondering if or when you
can retire? Curious about how much income you could expect to live off of
without running out of money? TRPG is an independent firm dedicated to
creating hope through answering these questions and more.
The Retirement Planning Group is a fiduciary and each advisor has a limited
number of clients that they work with - ensuring you receive the time and
attention you deserve to create an individualized strategy.
Get organized. Get on track. Grab your future!
|Firm Start Year:||2004|
|Name of Custodial Firm:||Charles Schwab|
|States Licensed in:||KS MO|
|Number of Years with Current Firm:||14|
|I work with the following types of clients:||Businesses , Investment Clubs , Individual Investors|
|Investment Types:||Mutual Funds , Stocks , Bonds , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Retirement Income|
|I can meet clients in the following ways:||At my office , Via email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life , Long Term Care|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Firm's Number of Clients:||800|
|Firm's Number of Planning Clients:||800|
|Firm's Number of Managed Clients:||800|
|Assets Managed by Firm:||720,000,000|
|Assets Managed by Advisor:||$140,000,000|
Compensation and Fees
|Fee Structure:||I am a Fee-Based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$50|
|Compensation Methods:||Based on Assets|
|Position :||Board Member|
|Duration :||1/1/2013-Currently holding|
|Organization:||The Retirement Planning Group|
|Duration :||2/13/2004-Currently holding|
|Business Administration & Adverstising - Business||
University of Kansas - Lawerence, KS
Kevin was raised in the Midwest and graduated from the University of Kansas. In addition to starting The Retirement Planning Group, he also co-founded blooom - one of the fastest growing robo-advisors dedicated to helping investors with their 401ks.
When not at work, he's active in the Cub Scouts, Boy Scouts, soccer coach and father to his three sons. Kevin also pursues his two other passions: volleyball and photography. When it comes to photography, his three sons are his prime photography subjects. His sons freely admit that when Kevin has his camera out, its like having their own personal paparazzi (without any of the benefits of actually being a celebrity).
Financial Advice & Consulting
Managing your money doesn?t have to be overwhelming and daunting. Whether you?re just starting out in planning for your future or you need to ensure you?re set up for an easy retirement, our financial planners can help you at any stage of your life. Through each stage of your life, our experts will be there by your side to make sure you achieve your financial dreams. From saving for a house to planning your retirement, our mission is to help you have confidence in your financial future. With our comprehensive wealth management, a financial advisor in Kansas City will help you to achieve your lifelong dreams. More importantly, you will rest easy at night knowing your financial plan has covered everything.
Financial Planning for Individuals
This is the number one question asked when it comes to family financial planning: where to begin. Many individuals and families feel as if the financial planning process is too complicated and intimidating. This is especially true when it comes to the financial services industry. This leaves many people stuck with paralysis as they determine whether they want to seek help or do it themselves. When they finally do take action, they find frustrations and intimidation from financial planning firms or become overwhelmed by trying to do it themselves.
We base our management of your investment portfolio in research and not speculation. Furthermore, we use clear defined steps that will help you be confident in the strategies we set forth for your financial future. With decades of financial research and logic, a financial advisor in Kansas City will help you build wealth for your retirement.
Senior VP-Wealth Manageme
VP of Wealth Management
Chief Investment Officer
Chief Investment Officer
|Blue Springs||Bonner Springs|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 3:00 PM|