Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2201280
Active Dates
Jan 31, 2019 – Jan 31, 2027
About Jim Connell
Jim Connell is the owner of Retirement Planning Group and RPG Insurance Services. He has been in the business for nearly 10 years and holds securities, life, and health licenses. He currently holds the Certified Financial Fiduciary ® Designation and educates people on the many facets of retirement planning, including income planning, tax planning, and estate planning.
Jim recognized the need for specialized planning when it came time for people to transition from the years they spent accumulating wealth into retirement, when they need to preserve and distribute that wealth. He founded Retirement Planning Group to provide that much-needed education and to help give people clarity when it comes to this important phase of life.
A graduate of Miami University, Jim has been married to his wife, Julie, for over 30 years, and have 4 wonderful children. They currently reside in West Chester, Ohio, and Jim is active in the community, including serving on the Board for Mount Notre Dame High School and its Investment Committee.
Areas of Specialization
Retirement Planning
Tax Planning
Estate Planning
Federal Benefits
Investing
Insurance
Social Security
Financial Planning
General Financial Guidance
Disclosure:
Retirement Planning Group, LLC is an Ohio-registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration. Content contained herein should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.
