Retirement Planning Group

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The Retirement Planning Group Inc is a national financial advisory firm headquartered in Overland Park, KS. The firm has $648.5 million under management and employs 6.

The Retirement Planning Group is recognized as one of the most respected and well-known retirement planning and advisory firms in the Capital and Adirondack Regions of New York State.We help our clients make informed decisions about their retirement assets to maintain, improve, and secure their quality of life.

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The Retirement Planning Group is an independent wealth management firm with a select set of advisors Ryan Costello, CFP® Rob O’Blennis, JD Matthew Swatek, CRPC®

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We offer and manage life insurance, annuities, and lifetime income annuities, and other financial products and services. We work out of the Shoreline town of Guilford and service customers throughout the state of Connecticut.

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Retirement Planning Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement.

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The Retirement Planning Group Inc is a national financial advisory firm headquartered in Overland Park, KS. The firm has $648.5 million under management and employs 6.

Jim is the Insurance Coordinator for The Retirement Planning Group. He brings over 32 years’ experience in customer service and client management. Jim is a graduate of West Virginia Wesleyan College with a BS degree in Biology.

RPG – Life Transition Specialists™ is a wealth management firm that has been educating individuals going through a life transition for over 2 decades. We work with individuals that have lost a job, are entering retirement, going through a divorce, caring for or recently lost a loved one, or are just looking for a second opinion to make sure they are on the right path.

Retirement Planning Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement.

We offer and manage life insurance, annuities, and lifetime income annuities, and other financial products and services. We work out of the Shoreline town of Guilford and service customers throughout the state of Connecticut.