Kevin Conard

Tel: (913) 498-8898
11512 W. 119th Street
Overland Park, KS 66213

Get organized. Get on track. Grab your future.

The Retirement Planning Group | Financial Advisor in Overland Park ,KS


About The Retirement Planning Group

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!


General Information

Firm Start Year:   2004
No.of Employees:   10-19
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:   Individual Investors , Businesses , Investment Clubs


Services

Investment Types:   Retirement Income , Mutual Funds , Bonds , Stocks , Mortgages & Real Estate , Exchange Traded Funds (ETFs)
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 Information

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


Board Positions

Organization:  Blooom
Position :  Board Member
Duration :  1/1/2013-Currently holding

Organization:  The Retirement Planning Group
Position :  CEO
Duration :  2/13/2004-Currently holding


Education

Business Administration & Adverstising - Business  University of Kansas - Lawerence, KS
8/1/1992-5/1/1996



Faqs

  • What is your approach to financial planning? Financial planning is a process of making decisions when it comes to your money and financial future. It means asking the questions: what is my financial situation like now? Where do I want to be? What is my ultimate financial goal? What does my retirement look like? It includes gathering information on your assets, liabilities, cash flow, and income. A financial advisor in Kansas City will discuss your current financial situation and your ultimate goals. We then identify areas of opportunity, objectives, and overall solutions that will help you achieve financial peace.
  • What services do you offer? Debt Planning Loss Prevention Retirement Income 401(k)/IRA Distribution Charitable Trust Planning Gifting Strategies Schwab Trust capabilities Estate Plan Coordination Social Security Planning Medicare Planning Income Planning and Cash Management Tax Planning Insurance Planning (Healthcare, LTC, Life & Disability) Social Security Analysis ESOP plan Death of Spouse Divorce
  • What services do you provide? What are your specialties? We help anyone who is need of financial planning ? retirees, working professionals, families, and individuals. A financial advisor in Kansas City will help assist you during any stage of your life, whether it?s saving for college or getting ready to retire.
  • How do you charge for your services? Our first meeting with you is complimentary. We do not charge for this meeting so you can use it as an opportunity to interview us to see if we are a good fit. In addition, it gives us the ability make sure that we could be a good solution for you and your family.
  • Do you provide a free initial consultation? We charge a fee for the management of your assets. The fee is based on a number of assets that we are physically managing. At our first meeting, we will detail the exact cost to you.
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Kevin Conard

Kevin Conard

CRPC®


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).

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My Services


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.


Portfolio Management

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.


My Team


Dwight Twillman

Dwight Twillman


Senior VP-Wealth Manageme

Dwight Twillman grew up in Marshall, MO with Midwestern values and went to the University of Central Missouri. He has over 26 years of experience in the financial services industry. He has worked with high net- worth individuals, Defined Contribution and Defined Benefit plans, Endowments and Foundations. He holds the prestigious CERTIFIED FINANCIAL PLANNER? designation and is a shareholder of The Retirement Planning Group.

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Matthew Swatek

Matthew Swatek


VP of Wealth Management

Matthew is originally from the Chicago area and graduated from the University of Kansas. He services the Springfield, Missouri area with nearly two decades of industry experience and has an extensive knowledge of workplace retirement plans for high net-worth individuals.

Matthew's Full Profile

Paul Dreher

Paul Dreher


Financial Advisor

Paul is a KC-area native and 4th generation University of Kansas alumnus. He began his career in financial services in October 2006, working as an investment representative, and has been an advisor with TRPG since December 2011. He serves on the Foundation Board and Investment Committee for Kansas City Hospice, and is the chairperson of the KC Hospice Young Ambassadors.

Paul's Full Profile

Kevin Jaegers

Kevin Jaegers


Chief Investment Officer

Kevin was raised in Missouri and graduated from Missouri State University with a major in Risk Management and Insurance. He is a CFA charter holder and a member of the CFA Society of Kansas City. Before joining the firm, Kevin spent 12 years in various financial services roles, specializing in investment management and advice.

Kevin's Full Profile

Justin Brink

Justin Brink


Associate Advisor

Justin grew up in Shenandoah, IA, and graduated from the University of Iowa in 2004. He began his career as a Financial Advisor upon graduation and has been in the financial services industry in various roles ever since. Justin has an extensive background across the financial services industry working with individual clients, financial advisors, and Defined Contribution retirement plans prior to joining The Retirement Planning Group in May 2016.

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Roy Fortner

Roy Fortner


Chief Investment Officer

Roy earned the Certified Financial Planner (CFP) designation in 1984. He received a B.S. in Business Administration with an emphasis in finance from the University of Missouri, Columbia and an MBA from the University of Missouri Kansas City. He has been actively involved on the board of directors of the Kansas City Financial Planning Association and the Mid-America Soap Box Derby.

Roy's Full Profile

Chris Costello

Chris Costello


Co-Founder

Chris is a lifelong resident of this area. He grew up in Olathe, KS, graduating from the University of Kansas. He has been a Financial Advisor since 1995 and holds the prestigious CERTIFIED FINANCIAL PLANNER? designation.

Chris's Full Profile

Rob R. O?Blennis

Rob R. O?Blennis


CCO

Rob is a graduate of the University of Kansas and the Washington University School of Law. He practiced law for six years as an estate-planning attorney. After making the change to the financial industry, he now considers himself a recovering lawyer.

One of Rob?s interests and hobbies is fishing. These days, he is diligently trying to instill a passion for fishing in the boys so that he can pass on the tradition.

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Communities Served

Basehor Belton
Blue Springs Bonner Springs
Bucyrus Clearview City
Cleveland De Soto
Edgerton Eudora
Freeman Gardner
Grandview Greenwood
Independence Kansas City
Lansing Leawood
Lees Summit Lenexa
Linwood Louisburg
Mission Olathe
Overland Park Peculiar
Prairie Village Raymore
Riverside Shawnee
Spring Hill Stilwell

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 3:00 PM