At Retirement Planning Group youâll discover a team of professionals with a single focus: To create comprehensive and effective wealth management strategies personalized to the unique financial needs of each client. As an independent fee-based firm representing our client interests, we pride ourselves on being free from ties to banks, Wall Street brokerage houses or proprietary product producers. We deliver concierge services across 5 core areas: Retirement Planning, Tax Planning, Estate Planning, Insurance & Wealth Management.