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Retirement Concepts Group


201 Main Street Suite #3
Parkville, MO 64152

Phone:

816-702-8300

E-mail:

Thad@retirementconceptsgroup.com

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

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Wealth Management for Every Day of your Life

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The word 'your' in white text on a blue background.

Welcome to Retirement Concepts Group, LLC

Uncomplicated Wealth Management

Retirement Concepts Group, LLC is a family owned and operated independent wealth management and insurance company.  Being independent is important to us, it means we sit on your side of the table and are not required to use any one company when considering options to meet your needs.

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 As financial advisors, we are fiduciaries, legally and ethically bound to act in the best interests of our clients.  However, the fiduciary standard is not new to us, we have always considered it one of our guiding principles.  Our undivided loyalty is to our clients, their needs as well as financial goals, and we're with you every step of the way.

Whether you require complex retirement planning strategies or insurance on a budget, we can assist you with your individual and unique objectives.  Among the services and products we offer are brokerage and mutual fund accounts, IRA and 401K rollovers, fixed and variable annuities,
life insurance, long term care insurance, disability insurance, and health insurance.  Let us help you plan your future today.



Learn about our values and goals, associates, and the products and services we offer by looking under the "About Us" tab at the top.

Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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