The Retirement Planning Group

The Retirement Planning Group

HQ location
Leawood, United States
Website
planningretirements.com
Launch date
Employees
11-50 people
Recent deals
https://www.linkedin.com/company/the-retirement-planning-group/
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DateInvestorsAmountRound
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N/A

Acquisition
Total Funding000k
Cetera Financial
Cetera Financial

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Investments by The Retirement Planning Group

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Dightman Capital
Dightman Capital
ACQUISITION Feb 2024
Lee Financial Group
Lee Financial Group
ACQUISITION by The Retirement Planning Group Jun 2024
Watters Financial Services
Watters Financial Services
ACQUISITION by The Retirement Planning Group Aug 2024
Parrott Wealth Management
Parrott Wealth Management
ACQUISITION by The Retirement Planning Group Sep 2024
First Financial Advisors
First Financial Advisors
ACQUISITION by The Retirement Planning Group Aug 2025