The Retirement Planning Group, LLC

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The Retirement Planning Group | Retirement Advisors Speak with a Wealth Manager (888) 988-6621 Client Login Careers Resource Center Locations Select Page Retirement Isn’t A Solo Journey – So Go Beyond A Solo Advisor . Surround yourself with an in-house team of specialists in every area that matters: planning, investing, taxes, retirement, estate, and beyond. Explore Our Success Stories We ll create a plan and proactively manage every aspect of your finances, retirement and taxes. You go live your best life. Get a dedicated team built for you that consists of a Wealth Manager, Tax Professional, Investment Team member Client Relationship Manager. Meet Your Team Hey there Mark We got your IRA Trust Accounts invested monthly income starts on Monday. Enjoy your fishing trip! This isn t automation, it s personalization. We ll keep you notified every step of the way from account opening to investing your account to rebalancing your portfolio throughout the year even updates on potential tax saving strategies! See How We Keep Track Hey Mark, we just made some investment trades to reduce your taxes. I saw the trade notifications! How much will it save me? It looks to be around $3,000 in taxes! See you at our next face-to-face meeting! Hi Maggie! We finished your taxes and filed them with the IRS! Your Fed refund of $5,227 will be auto-deposited by end of the month. In between face-to-face meetings, zoom or phone calls, we are always with you. We re only a click away. Our app will show

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