Over 1,300 families* already trust us to guide them toward their ideal financial future. Our team of advisors consists of CERTIFIED FINANCIAL PLANNER professionals, CPAs, CRPCs, or Chartered Financial Analyst that are here to guide you. 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. 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!
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. 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!
Services
Our team of independent wealth advisors serving Mission, KS have the knowledge and experience to help you achieve your personal financial goals. Each of our customers has specific and very different financial goals. You will work with a dedicated wealth manager who will understand your personal situation and your unique goals.
We are always interested in meeting people of possibility who believe in our core values, fit our culture, and can further enhance the value and experience we offer to clients. At The Retirement Planning Group, it starts with our fiduciary responsibility to always act in our clients' interests. That means our advisors focus on always being available to answer questions, offer guidance or just listen.
Many of our clients are located across the United States from coast-to-coast and we've built the firm to accommodate relationships both near and far!. Through the use of video conferencing, customized web-portals, text messaging and online seminars, we are able to communicate effectively and clearly with any one of our clients at any time.
When you become a client of The Retirement Planning Group, based on your situation, we'll assemble a dedicated group of in-house professionals made up of a Wealth Manager, Tax Professional, Investment Team Member, and Client Relationship Manager. Your Wealth Manager will kick off the planning process.
You deserve more than a sleepy one-advisor firm or an advisor going at it alone inside a large firm. When you become a client of The Retirement Planning Group, you are assigned to a dedicated group of professionals made up of a Wealth Manager, Tax Professional, Investment Team Member, and Client Relationship Manager.
Reviews (10)
Josh Page
Jan 18, 2022
Report
Paul Dreher is extremely helpful, thoughtful, and an overall great guy! I know he has my best interest at heart, as he has constructed an analytical, methodical, yet simple plan to help me achieve my financial goals. I would recommend Paul, and the entire Retirement Planing Group team, to assist in building your wealth and reaching your dream retirement.
Mark Gaertner
Jan 13, 2022
Report
We have been with TRPG for almost 2 years now. We have been totally satisfied with Dwight Twillman and the entire staff from day one. The service is always professional, easy to understand, and very detailed. The communications from the entire staff have always been very timely and they work everything within our schedule. It's so nice to have tax prep, retirement planning etc. all under one roof. We would highly recommend TRPG to anyone retired or thinking of retiring.
Nancy Briney
Jan 13, 2022
Report
When I switched over all of my investments to Retirement Planning Group I was able to save on the commissions that are taken out. They are able to help look at all avenues you want to consider for retirement and it is fast, easy and very informative.
I also like the fact that they have everything inhouse. Tax Accountant to lawyer suggestions. They have experience with who they recommend which is comforting.
Dwight is very detail and always willing to help and answer any questions I may have an assist in helping work out anything I have going somewhere else even if it means I am not transferring
I also like the fact that they have everything inhouse. Tax Accountant to lawyer suggestions. They have experience with who they recommend which is comforting.
Dwight is very detail and always willing to help and answer any questions I may have an assist in helping work out anything I have going somewhere else even if it means I am not transferring
Ken Farnan
Jan 12, 2022
Report
We have been clients of TRPG for more than a decade. Their retirement planning and investment strategies have greatly helped us to invest and save for both our retirement and our daughter's college education. With their professional services we are well on-track to retire early with sufficient resources to live very comfortably in retirement. We highly recommend The Retirement Planning Group for retirement and tax planning / preparation!
Mark Means
Jan 10, 2022
Report
Our TPRG investment advisor worked with my wife and I to learn about us and our goals for retirement and determine our risk tolerance. I am a long-term investor, but my wife was not. It was very important to me that my wife was comfortable and understood the process. They set up the appropriate diversified investment mix for us to match our risk tolerance. It has been over 2 years now and I can say that TRPG has always been helpful and responsive to our needs. My only regret is that I did not start out with them before I retired. I believe they could have helped me during the savings accumulation
Nate Smith
Jan 09, 2022
Report
Ryan and his team are great in a number of different areas; however, the two I’d like to highlight are responsiveness and professionalism. Whenever I have a question the TRPG turnaround time is quick. Additionally, I appreciate their professional approach when reviewing my portfolio. They breakdown the overall strategy into small chunks that makes it easy to understand.
Karla Crepeau
Jan 06, 2022
Report
We have worked with our advisor for over five years. He is very caring and works hard to make us feel comfortable each time that we have met. He is very good about getting back with us quickly to answer any questions. Our advisor has reached out to us throughout each year to check on our changing needs. We meet with him once a year to update our plan and we know that we can schedule more meetings as needed. We highly recommend The Retirement Planning Group to help with all your retirement plans.
Scott Utz
Dec 21, 2021
Report
I came to The Retirement Planning Group via referral from a trusted friend and I am glad that I made this choice!
First and most importantly, Dwight Twillman is experienced and trusted.
The group has tentacles to financial related services, most importantly an in-house tax service.
Honesty and integrity are the driving forces for my relationship with the firm.
I recommend them without reservation.
First and most importantly, Dwight Twillman is experienced and trusted.
The group has tentacles to financial related services, most importantly an in-house tax service.
Honesty and integrity are the driving forces for my relationship with the firm.
I recommend them without reservation.
Colleen Uribe
Dec 13, 2021
Report
After divorce and allocation of assets, I was guided to Dwight and the Retirement Planning Group through Schwab. I’ve been so pleased and have felt so confident about choosing to go with them. Not having ever been in charge of the finances in my marriage made me insecure about choosing where to invest my retirement funds. Dwight spends as much time as I need and takes special care to know me, my family and what my future needs/wants might be. It has taken so much of my future financial planning stress away. I highly recommend Dwight and The Retirement Planning Group!
Georgia Sadler
Dec 11, 2021
Report
My husband and I joined this group in their early days as my husband invested his retirement. We have been extremely happy with their family for years and encouraged our children to become clients also. When my husband passed, they have continued to give me the same professional attention. Extremely satisfied with the firm and employees. Would and do recommend them to anyone who asks me.
