The Retirement Planning Group Reviews

I really appreciate the work of my financial advisor's team and the income tax services. Ethan Pace at TRPG was with me during some major non-retirement life decisions, really listened to my objectives, and helped me achieve them. I feel confident in my retirement plan and would recommend this organization to others. My advisor has gone above and beyond so many times with personalized service and solid investment and estate advice. I look forward to my annual meetings and a few Q&A sessions each year. The whole team is supporting me well from consolidating my investments, diversifying and investing vested RSUs, running executive income tax projections, and modeling my retirement plan...all the way into my 90's.

Retirement is a huge decision; but when you have a team like Taylor and The Retirement Planning Group, it makes decision making easier. I do recommend friends and family who are thinking about retiring soon, to reach out to Taylor and her team; you won't regret it. Thank you all for your trust and guidance.

Professionals , knowledgeable , expertise , willingness to help and helpful tools .

I have been with TRPG for a little over a year now. I met with 3 other retirement planners prior to switching to TRPG. I found TRPG initially thru Dave Ramseys "Trusted Local Provider" network. When I met with David Nyman of TRPG initially, I was a little apprehensive because I equated his youthful appearance to inexperience. David's confidence in himself and his knowledge of the business soon won my wife and I over as opposed to the arrogance and braggadocios demeaner of some of the others that we met with. During our time with TRPG we have found them to be more servants rather salesmen that lay out the options available along with the positive and negative attributes of each and allowed us to make an educated decision that fits the investment threshold that we were comfortable with. We have also taken advantage of a couple of other services that TRPG offers such as tax preparation and estate planning and have been quite satisfied with both. I now feel comfortable enough with TRPG that I have recently recommended that my daughter and son in law talk to David Nyman at TRPG as they have become disenfranchised with their current very large national financial planning company.

Retirement Planning Group has been an ideal fit for my financial advisor needs. I’ve been pleased with the advisor assigned to my account. She is both knowledgeable and very responsive to my requests. Retirement Planning Group has been professional and customer focused, overall. The associated tax service is an essential component of the firm’s planning service for me. I’d highly recommend Retirement Planning Group.

I have been a client of the The Retirement Planning Group for over 9 years. I am very confident in the plan they put together for me and my wife. Our account continues to grow with our withdrawals and the ups and downs of the market. The entire staff is great to work with and provide help when needed.

We are very happy working with Brandon and the people at TRP Group. We knew very little about retirement and the finances involved. Our only retirement goal was to Be Comfortable and Be Ready when friends and family said Lets Go. Brandon has helped us with reassuring our decisions helping to see the future and to avoid the pitfalls. The Retirement Planning Group and Brandon Stegall have given us, the comfortable sense we are looking for. And Brandon is not afraid to say Lets rethink this thought, see if there's another way. I like that!

We've been a client of RPG for years and never once have I thought about making a change. I have recommended them to a couple of folks and they too have joined "the team". Best service and best sleep I've had in years. Thanks RPG.

Wonderful place, friendly, thoughtful, and caring. Ryan Costello is our advisor and he is absolutely fantastic. Why would you want to go anywhere else?

Brandon has been very knowledgable helping my husband and I consolidate all our accounts in one place. We meet yearly to reassess our goals/position moving forward. Since I am still working and my husband is retired, it’s complicated. It gives me peace of mind knowing RPG is there to help.

I highly recommend The Retirement Planning Group. They have been so kind and helpful. They made me feel safe and secure. I was a bit scared about my future in retirement and theIr reinsurance was comforting. They are accommodating every time I call. Thanks for making me feel like family and your continued care throughout my retirement.

I've been with The Retirement Planning Group since 2007. Ryan is great and I've never had to worry about my investments. They taylor your portfolio specifically for you and your needs. They are very educated on how to take of your money and work with you in your best interest. I hope more people turn to them for their financial assistance.

The Retirement Planning Group offers top notch investing knowledge while putting your mind at ease over your future investments and future planning. Accessibility to my SmartVestor Pro is extremely important to me as I navigate down the retirement path. Trusted, Safe and Confident with my new friends!

My Wife and I met with Brandon Stegall upon a referral. I was contemplating retirement and wanted to move all of my different retirement accounts into one place. Brandon made us feel welcomed upon our first in person meeting, scoured over our finances (asked why I hadn't retired yet?) and developed a report for long term investments that was very easy to understand. Brandon and Martha Paterik have been a huge help in helping us, since we are not very versed in how to properly invest our money. I would totally recommend The Retirement Planning Group, specifically Brandon for your retirement needs!

They always DO what they say they will do! Great teachers with superb follow through!

My name is Tracy Walther. I visited 3 or more financial advisors, TRPG was the last to visit. I got a referral from my place of employment. After 2 hours of my consultation, I knew in my heart & soul that this was the right fit. I did not want a big corporate company. This is just the right size. Unfortunately Dwight Twillman isn't taking new clients, but TRPG has the right fit for everyone. I never ever worry about my portfolio, ever. I have 100% complete trust in this firm. I have brought 3 friends, & 1 of them brought another friend. This is the right fit if you want growth, security, & a family relationship. THIS FIRM IS ABSOLUTELY THE BEST.

The Retirement Planning Group is a beacon of expertise in the realm of retirement planning. Their tailored approach coupled with a genuine commitment to client well-being sets them apart. With Brandon Stegall, navigating retirement complexities becomes a seamless journey towards financial security and peace of mind. Highly recommended.

We have had a great experience with The Retirement Planning Group this past year. I feel like they take the time to listen and help us. I would highly recommend them.