About The Retirement Planning Group
The Retirement Planning Group is a company based in Leawood (United States) founded in 2004 by Kevin Conard, Ryan Costello, and Chris Costello was acquired by Cetera in June 2023.. The Retirement Planning Group has completed 3 acquisitions, including Dightman Capital Group, Lee Hawaii and Parrott Wealth Management. The Retirement Planning Group offers products and services including Retirement Planning, Wealth Management, and Tax Services. The Retirement Planning Group operates in a competitive market with competitors including MetLife, Pacific Life, Voya Financial, Jackson and Reinsurance Group of America, among others.
- Headquarter Leawood, United States
- Founders Kevin Conard, Ryan Costello, Chris Costello
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name The Retirement Planning Group, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Dightman Capital Group
& 2 more
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Acquired by
Cetera
(Jun 06, 2023)
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Products & Services of The Retirement Planning Group
The Retirement Planning Group offers a comprehensive portfolio of products and services, including Retirement Planning, Wealth Management, and Tax Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Service for creating and managing retirement financial strategies.
Comprehensive management of personal assets and investments.
Preparation and filing of tax returns and strategies.
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Funding Insights of The Retirement Planning Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in The Retirement Planning Group
The Retirement Planning Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cetera. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Financial advisory services are offered to independent advisors and institutions.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by The Retirement Planning Group
The Retirement Planning Group has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Dightman Capital Group, Lee Hawaii and Parrott Wealth Management. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Provides personalized retirement planning and wealth management solutions to individuals and families
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2015 | ||||
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Retirement planning and wealth management services are offered.
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2007 | ||||
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Investment management services are provided to clients by the firm.
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2004 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - The Retirement Planning Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
The Retirement Planning Group Comparisons
Competitors of The Retirement Planning Group
The Retirement Planning Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MetLife, Pacific Life, Voya Financial, Jackson and Reinsurance Group of America, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Internet-based life, health, auto, home, and pet insurance is offered.
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Insurance company
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Provider of pension fund for the employees based out of the US
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| domain | founded_year | HQ Location |
Retirement-focused investment management services are provided by the firm.
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Global life and health reinsurance services are provided worldwide.
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Retirement services provider
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on The Retirement Planning Group
Frequently Asked Questions about The Retirement Planning Group
When was The Retirement Planning Group founded?
The Retirement Planning Group was founded in 2004.
Where is The Retirement Planning Group located?
The Retirement Planning Group is headquartered in Leawood, United States. It is registered at Leawood, Kansas, United States.
Who is the current CEO of The Retirement Planning Group?
Kevin Conard is the current CEO of The Retirement Planning Group. They have also founded this company.
What does The Retirement Planning Group do?
The Retirement Planning Group was established in 2004 in Leawood, United States, as a firm specializing in retirement-focused investment management. Services are centered on financial strategies for retirement, including portfolio management and planning advice. Operations are conducted within the financial services sector, with leadership provided by co-founders Kevin Conard as CEO, Ryan Costello as President, and Chris Costello. The domain planningretirements.com is utilized for online presence.
Who are the top competitors of The Retirement Planning Group?
The Retirement Planning Group's top competitors include Pacific Life, MetLife and Jackson.
What products or services does The Retirement Planning Group offer?
The Retirement Planning Group offers Retirement Planning, Wealth Management, and Tax Services.
How many acquisitions has The Retirement Planning Group made?
The Retirement Planning Group has made 3 acquisitions, including Dightman Capital Group, Lee Hawaii, and Parrott Wealth Management.
Who are The Retirement Planning Group's investors?
The Retirement Planning Group has 1 investor. Key investors include Cetera.