The Retirement Planning Group Reviews

Eric Kraus 2025.10.29

     

Have been working with the TRGP Team for over 10 years and always found them to be honest, focused on my needs and knowledgeable. Their planning and investment strategies respond well to market changes to provide the planned returns to my portfolio. I’m very happy with the quality of their services and their integrity. A “must check out” if you’re looking for financial and retirement planning firms!

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Tullus Gordon 2025.10.21

     

Absolutely outstanding professionalism, knowledge and expert guidance regarding my portfolio! 100% satisfaction.

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Ed Hamil 2025.10.16

     

I was introduced to The Retirement Planning Group from an existing client. I have seen my account grow and have used their services for tax planning and estate planning services. I have been very pleased with all their services and my account representative, Taylor Pearson.

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chris burchard 2025.10.08

     

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Marietta Washington 2025.10.04

     

It has been such a blessing for my husband and I to work with Paul Dreher, Financial advisor, for the past 3 years. The service & expertise he and his staff provides continues to be just outstanding! Paul is a patient teacher, quick to respond to questions, and continues to educate us each step along the way on this retirement journey. We trust The Retirement Planning Group (TRPG) to share timely information to help us make informed decisions about our finances and feel confident we'll continue to enjoy our lives during these retirement years! Another service offering is CPA/Tax services with TRPG. Working with Elisha and her staff during tax time or just whenever we have tax questions make TRPG a "one-stop shop" for our financial needs. If you're in need of financial services, who will educate you on the process and value you as a customer, please call The Retirement Planning Group of Leawood KS.

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Liz Hahn 2025.09.30

     

Our financial advisor, Bill Parrott, with The Retirement Planning Group is the BEST! He is great at investing money well. He is good at explaining what everything means, and answers our questions in way that it is clear and understanding. Bill has been our advisor for many years. We are so grateful to have Bill with his expertise and knowledge working for us.

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Glenda Phillips 2025.09.19

     

Very thorough in evaluating what we have, what we need, and how to achieve our retirement goals. Excellent app that we can access to show our financial position that day, and great annual meeting to update and review our plan.

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Randy Byrne 2025.09.11

     

I have worked with Timothy Watters & Colin Watters for >20 years now. They have always been willing to educate me & provide sage advice, while effectively managing my portfolio. They are exceptional in what they do & I am very grateful for the above average returns they have consistently delivered while helping me navigate the financial storms that have emerged in the last few decades.

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Greg Powell 2025.09.09

     

I have been using this business for one year now and David Nyman has been awesome the entire time!

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Carla Strobach 2025.08.29

     

Dwight is knowledgeable and explains things well. The company has a good system, graphics and ways of showing you your portfolio and how it is performing. My husband and I have been with them for about 12 years and have been happy with the results.

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Steve Crowl 2025.08.19

     

TRG offers a variety of services with knowledgeable and thoughtful staff. I am pleased with my portfolio's performance, even during some rough times. I also like the webinars and site resources.

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Walter 1 2025.08.12

     

As a recent retiree, TRPG provided comprehensive financial planning services to make the transition from working to retirement a stress-free transition.

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Lynn Poston 2025.07.29

     

I was referred to The Retirement Planning Group through my now late financial advisor. As apprehensive as I was about beginning, with someone new, any fears I had were unfounded as soon as my new advisor, Ethan Pace and I were introduced. He and his group have been nothing but professional and helpful, keeping me informed and up-to-date. I have been able to relax knowing that my finances are in his hands. I have the utmost confidence in this organization and would recommend them.

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Pam Kuwa 2025.07.25

     

We’re very pleased with the service we receive from the Retirement Planning Group. Sarah has always been very responsive to our inquiries and we feel that our investments are in good hands. We like that we also can have our tax issues handled here. The staff at the office is also very helpful!

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Tom Pfannenstiel 2025.07.21

     

Always know in advance about topics to be discussed. No pressure about final decisions but lots of great advise given to consider. Available for questions anytime via phone, email or text.

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Jessica J 2025.07.15

     

TRPG has been an amazing companion on my journey towards retirement. TRPG has been helpful and understanding with any questions or concerns! I really appreciate the coordination between their financial and tax teams which has greatly reduced my burden. The tools they use (for monitoring my accounts and doing taxes) have also been easy to use!

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Cindy Kirschke 2025.07.01

     

I just want to reassure anyone looking for help with your retirement plans. Brandon Stegall and his team at The Retirement Planning Group has gone above and beyond putting my best interests first. They are a phone call or email away at any given time. They are knowledgeable, trustworthy and ethical. I am completely happy with how they watch my account to gain the success and growth I was looking for.

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David Harris 2025.06.20

     

I have been working with Bill Parrott who is now with (The Retirement Planning Group)for over 10 years. He is always been available for questions. I believe he listens to your concerns and gives appropriate guidance. My investments have done well. I trust him with my money. Their fees are low and I am pretty sure I would not have fared as well if I was doing my own investing.

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Norb Stracker 2025.06.19

     

TRPG has provided us with a service that allows us to be comfortable trusting our retirement assets to the decision making and advice of their management. Our Wealth Manager, Brandon Stegall, and Tax Advisor, Elysha Comer, do a great job keeping us informed and strategizing to maximize the value and safety of our retirement funds. We greatly appreciate their knowledge and advice. -Norb and Bobbi Stracker

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Charlene Swope 2025.06.16

     

We are new to The Retirement Planning Group have found them to be responsive, knowledgeable, understanding and very willing to listen to our needs and follow through with information and changes. Being listened to is a big plus with the group. and very welcomed.

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