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The Retirement Planning Group

SO, LET'S SAY YOU'VE BEEN IN BUSINESS FOR 30 YEARS,. And you were thinking about retiring and transitioning your book to a junior advisor in the office. But now, your employer stock has been hammered down to 75% of its value, your junior advisor may not survive this market, and now you are wondering if your firm will be around long enough to follow through on any sunset retirement package that they promised? Well, as we see it you have 3 options. So here's a pop-quiz, for you:. See how: Retirement Package.

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The Retirement Planning Group | advisorretirement.com Reviews

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SO, LET'S SAY YOU'VE BEEN IN BUSINESS FOR 30 YEARS,. And you were thinking about retiring and transitioning your book to a junior advisor in the office. But now, your employer stock has been hammered down to 75% of its value, your junior advisor may not survive this market, and now you are wondering if your firm will be around long enough to follow through on any sunset retirement package that they promised? Well, as we see it you have 3 options. So here's a pop-quiz, for you:. See how: Retirement Package.

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The Retirement Planning Group | advisorretirement.com Reviews

https://advisorretirement.com

SO, LET'S SAY YOU'VE BEEN IN BUSINESS FOR 30 YEARS,. And you were thinking about retiring and transitioning your book to a junior advisor in the office. But now, your employer stock has been hammered down to 75% of its value, your junior advisor may not survive this market, and now you are wondering if your firm will be around long enough to follow through on any sunset retirement package that they promised? Well, as we see it you have 3 options. So here's a pop-quiz, for you:. See how: Retirement Package.

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advisorretirement.com

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The Retirement Planning Group

http://www.advisorretirement.com/dogtired.asp

Does the thought of picking up the phone and rebuilding your business after this market meltdown make your stomach turn? You wouldn't be alone. After all, if you've been in the business more than 20 years, you've had to do that an number of times. If you are tired and want to discuss your options, give us a call! 2008 The Retirement Planning Group 913.498.8898.

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The Retirement Planning Group

http://www.advisorretirement.com/sneakapeek.asp

2008 The Retirement Planning Group 913.498.8898.

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The Retirement Planning Group

http://www.advisorretirement.com/index.asp

SO, LET'S SAY YOU'VE BEEN IN BUSINESS FOR 30 YEARS,. And you were thinking about retiring and transitioning your book to a junior advisor in the office. But now, your employer stock has been hammered down to 75% of its value, your junior advisor may not survive this market, and now you are wondering if your firm will be around long enough to follow through on any sunset retirement package that they promised? Well, as we see it you have 3 options. So here's a pop-quiz, for you:. See how: Retirement Package.

4

The Retirement Planning Group

http://www.advisorretirement.com/whoweare.asp

OUR STORY IS PROBABLY SIMILAR TO YOURS. We were born in the brokerage houses. We fought and clawed for every client, even when it seemed as if the firm was working against us (unreasonable compliance expectations, declining payouts, operational errors on client accounts, struggles with the back office). But one day we had enough, and we left and formed The Retirement Planning Group, an SEC Registered Investment Advisory firm located in Overland Park, KS.

5

The Retirement Planning Group

http://www.advisorretirement.com/sunsetpackages.asp

So, some brokerage firms out there will offer retiring brokers a buy-out package. Typically these packages are pennies on the dollar compared to monetizing your business by transitioning it to independence and then structuring a buyout. Look, you didn't get to where you are today by getting client returns that were pennies on the dollar. So why would you do the same with your book of business? Are you dog tired? 2008 The Retirement Planning Group 913.498.8898.

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The Retirement Planning Group

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Independence Without the Headaches. Considering Leaving the Business? Want to go independent without the headaches? Take a look at joining a local independent investment firm. Take control and transition to retirement. Considering leaving the business? Get a severance package. This text will be replaced. 2008 The Retirement Planning Group 913.498.8898.

turnkeytransition.com

The Retirement Planning Group

http://www.turnkeytransition.com/index.asp

Independence Without the Headaches. Considering Leaving the Business? Want to go independent without the headaches? Take a look at joining a local independent investment firm. Take control and transition to retirement. Considering leaving the business? Get a severance package. This text will be replaced. 2008 The Retirement Planning Group 913.498.8898.

transitionyourbook.com

The Retirement Planning Group

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Independence Without the Headaches. Considering Leaving the Business? Want to go independent without the headaches? Take a look at joining a local independent investment firm. Take control and transition to retirement. Considering leaving the business? Get a severance package. This text will be replaced. 2008 The Retirement Planning Group 913.498.8898.

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The Retirement Planning Group

http://www.advisorbailout.com/index.asp

Independence Without the Headaches. Considering Leaving the Business? Want to go independent without the headaches? Take a look at joining a local independent investment firm. Take control and transition to retirement. Considering leaving the business? Get a severance package. This text will be replaced. 2008 The Retirement Planning Group 913.498.8898.

advisorfromhome.com

The Retirement Planning Group

http://www.advisorfromhome.com/index.asp

Independence Without the Headaches. Considering Leaving the Business? Want to go independent without the headaches? Take a look at joining a local independent investment firm. Take control and transition to retirement. Considering leaving the business? Get a severance package. This text will be replaced. 2008 The Retirement Planning Group 913.498.8898.

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The Retirement Planning Group

SO, LET'S SAY YOU'VE BEEN IN BUSINESS FOR 30 YEARS,. And you were thinking about retiring and transitioning your book to a junior advisor in the office. But now, your employer stock has been hammered down to 75% of its value, your junior advisor may not survive this market, and now you are wondering if your firm will be around long enough to follow through on any sunset retirement package that they promised? Well, as we see it you have 3 options. So here's a pop-quiz, for you:. See how: Retirement Package.

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