Meet Our Team
Mapping the Road to Retirement
Offering Advisory Services in...
College
Plan today for a prosperous tomorrow
What will your retirement look like?
Life Insurance: Protection with a Purpose
Retirement Planning Group, LLC
What you do today determines your direction, your prosperity and your future.
Our Services
Tony is an investment advisor representative and registered representative of Lincoln Financial Advisors (LFA), a registered investment advisor and broker/dealer.
Jimmy started his financial planning career in 2006, and joined Lincoln Financial Advisors in 2008. He obtained Bachelor’s Degrees in Economics and Business Administration from Pepperdine University and St. Mary’s College of CA.
Securities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
Retirement Planning Group, LLC is not an affiliate of Lincoln Financial Advisors.See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describe LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here.
