RETIREMENT PLANNING CONSULTANTS INC

Overview

Retirement Planning Consultants Inc. is an independent, owner-operated registered investment adviser that focuses on individuals and families. The firm combines fee-based advisory work with commissionable product distribution through its activities as an insurance broker and other financial product salesperson. Core advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops aimed at client education and retirement readiness. Investment activity is equity-focused: the firm’s filings show a pronounced preference for exchange-traded equities. That equity bias is complemented by use of annuity products and allocations to real estate through third‑party managers, positioning the firm to blend growth-oriented public markets exposure with income and diversification tools suited to retirement clients. Retirement Planning Consultants Inc. is not positioned as a capital allocator or an active ESG investor, and it remains locally focused rather than operating as a multi-state advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices