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Privacy Notice

Compliance Disclosure

This site is only intended for clients and interested investors residing in states and countries
in which The Retirement Planning Group, Inc. is qualified to conduct investment advisory
services. The Retirement Planning Group is an SEC registered investment advisor located
in Leawood, Kansas. The Retirement Planning Group may only transact business in those
states or countries in which it is registered, or qualifies for an exemption or exclusion from
registration requirements. For non-clients of the firm, The Retirement Planning Group
website is limited to the dissemination of general information pertaining to its investment
advisory services. Please contact The Retirement Planning Group at 866-498-8898 to find
out if we may conduct advisory business in the state or country where you reside.
Accordingly, The Retirement Planning Group does not, and will not, effect or attempt to effect
transactions in securities, or the rendering of personalized investment advice for
compensation, through this website. Any subsequent, direct communication with a
prospective client shall be conducted by a representative of The Retirement Planning Group
who is either registered or qualifies for an exemption or exclusion from registration in the
state or country where the prospective client resides. We use cookies to improve the
performance of our site, to analyze the traffic to our site, and to personalize your experience
of the site. You can control cookies through your browser settings. The presence of this web
site on the Internet shall in no direct or indirect way be construed or interpreted as a
solicitation to sell or offer to sell investment advisory services to any residents of any state
other the state of Kansas or where otherwise legally permitted.


At certain places in The Retirement Planning Group website, there may be live “links” to
other Internet sites can be accessed. Such external Internet addresses contain information
created, published, maintained, and otherwise posted by institutions and organizations
independent of The Retirement Planning Group. The Retirement Planning Group does not
endorse, approve, certify, or control these external Internet addresses and does not
guarantee or assume responsibility for the accuracy, efficacy, completeness, correct
sequencing, or timeliness of information located at such addresses. Use of any information
obtained from such addresses is voluntary, and reliance on it should only be undertaken
after an independent review of its accuracy, efficacy, completeness, and timeliness.
Reference therein to any specific commercial product, process, or service by trade name,
trademark, service mark, manufacturer or otherwise does not constitute or imply
endorsement, recommendation, or favoring by The Retirement Planning Group. All written
content of this site is for information purposes only. Opinions expressed herein are those
solely of The Retirement Planning Group. Material presented is believed to be from reliable
sources and we make no representations as to its accuracy or completeness. All information
and ideas should be discussed in detail with your individual advisor prior to implementation.

ADV – click here

Form CRS – click here