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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

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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.

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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