The Retirement Team

Category: Financial planner

Address: 5909 SW 28th St #100, Topeka, KS 66614, USA

Phone: +17852280222

Opening hours

Sunday: Closed

Monday: Closed

Tuesday: 8:30AM–5PM

Wednesday: 8:30AM–5PM

Thursday: 8:30AM–5PM

Friday: Closed

Saturday: Closed

Reviews

Kathy Rohr

Jul 3, 2021

The Retirement Team has given us great peace of mind. When we first walked in their door five years ago, we had no idea where we stood financially or what we needed to do to secure our future. Ryan and Roger walked us through different scenarios, explained options, and shared their vast knowledge of investments, taxes, retirement info and how these all work together for growing a strong financial future. The friendliness they have shown us, along with patience, and good financial advice, has given us confidence that we are on the right track to enjoying our retirement.

El Co

Apr 17, 2021

Ryan at The Retirement Team is awesome to work with. He listens to our concerns and ideas, and gives us advice on how we should handle our investments according to our needs. When we have a financial question, he is always willing to help. The summary letters after each discussion are very helpful.

David Morris

Mar 17, 2021

We came to the retirement team about 3years ago, I wish we had done it sooner. Roger and Ryan have been very beneficial to us in planning for our retirement future. We were making our own investment decisions, for the most part, and making some big mistakes. Ryan’s knowledge of tax policies and investment options is far beyond anything the average lay person would have. With Roger and Ryan’s help, my Wife and I are on a much better track to live out our retirement years without money worries. Everyone with the Retirement Team has been a pleasure to work with. We recommend them highly.

J Prosser

Jan 25, 2021

The Retirement Team is an all inclusive financial management firm. They look at your portfolio from all angles..your stage is life, work, health, goals and something most important is how taxes effect all these elements. They take the time to answer all questions and explain(sometimes multiple times) so that you understand completely how they will handle your financial portfolio. We made the choice to join them a few years ago. Just wish we had done it sooner!!

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Questions & Answers

How do you bill for your services? Are you fee based or performance based???

Bill Akard | Mar 7, 2022
The Retirement Team | Mar 7, 2022

For the vast majority of our clients we are fee based. In order for there to be a performance based fee arrangement a client must have a minimum $1.1 million invested and a net worth over $2.2 million per SEC rules. You can read more about those rules here https://www.sec.gov/rules/final/2021/ia-5904.pdf.

Please clarify something for me. I saw on Google that you had 30+ years in business. However, you have only 1 year of reviews on Google. When did this particular business form? Is the 30+ years based on your team's experience, not years in business?

Dawn Ross | Oct 8, 2021
The Retirement Team | Oct 8, 2021

We have only had a Google Business profile setup for a little over 1 year, which is why the reviews are all in that time frame. The business began in 1996 and members of our team have been working in this industry since 1987.

Do you ever have a ss tax seminar during the day I can't make the next one at night? Thanks dave

David Eshelman | Sep 4, 2018
The Retirement Team | Oct 8, 2021

Since COVID began we have stopped doing any in person events. We will let you know if or when we resume them!

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