The Retirement Planning Group

"My husband and I have been with The Retirement Planning Group since 2019. They helped us consolidate our investments, which had previously been scattered among various institutions and products. We were initially attracted to them by the connection to the philosophy of Dave Ramsey, and his associates. RPG uses Charles Schwab through a special agreement, that gives us greater investment choices and more guidance than if we went directly to Charles Schwab ourselves."

"John Vu has been my trusted financial advisor for many years. He displays all the qualities of an excellent advisor. He is highly intelligent; he is an excellent listener, and he gives sound financial advice based on my current financial and life situation. Most importantly, I consider him a trusted friend as well as advisor. I have peace of mind knowing that John is handling my account."

"TRPG is always up front and helpful. My questions are always addressed in terms I can understand. Fees are never hidden and freely explained. My advisor is always courteous and helpful. I'm at ease and confident in the work they do."

"My wife and I have had a great experience working with The Retirement Planning Group since 2015. They have great financial planning tools and software that make it easy to review and evaluate our portfolio against our goals. More importantly, however, is the personal attention we've received from our advisor and supporting staff. Aside from being a highly qualified financial advisor, he reaches out frequently (outside of regular meetings) during volatile times to address any concerns we have and explain how our plan has prepared us well. He is a great listener, which is important because we have lots of questions! His knowledge give us comfort. When we have our own ideas about our plan, he gives honest feedback. Sometimes our ideas are good! We've been very pleased with the performance of our retirement portfolio. In fact my wife just retired ahead of the original plan! We strongly recommend TRPG to anyone looking for help growing their wealth!"

"At the retirement planning group the team is made up of a very balanced group of Experienced financial advisors. My personal advisor (Kristy) is so responsive takes my calls Or returns my calls in a very timely manner. The team there also listens to what I wanted my goals to be and has diversified my portfolio to just that. And then There’s The tax advisor (Luke) that steers me in the right direction as well, and it’s all done right there under one roof. If you’re looking for a place to plan your retirement this is the place you want Working for you so that you can “own your tomorrow” John"