Since 1997, Retirement Consulting Group has been devoted to high-caliber retirement plan consulting and personal wealth management. We serve 401(k), defined benefit and Section 457 plan sponsors in the Pacific Northwest, Intermountain region and Midwest.
We provide fee-based investment consulting. Retirement Consulting Group does not accept any additional indirect compensation (i.e. trips, awards, entertainment, software, etc.) from investment managers, custodians, trust companies, record keepers or other service providers.
WHAT WE BELIEVE
Learn about our core values and mission.
Our retirement consulting service and support team has decades of combined experience in providing 401(k), defined benefit and private wealth management.
The pursuit of excellence is core to American life. We look for it in new ideas. In our work. In the processes responsible for employees’ financial security.
A NOTE FROM JOHN UPTON
I have been blessed to be involved in the securities and retirement consulting industry for almost thirty years. Many lessons have come my way during this time, the most important of which is that there is no greater asset than the people we deal with who make this endeavor possible.
The lifeblood of our business is not just the pursuit of investment success, but rather it is serving the everyday men and women who form the backbone of your company. Whether they are welders, maintenance crew, hospital employees, mechanics, food service and hospitality industry workers, electric linemen, meter readers, cops, judges, advertising and public relations industry experts, attorneys, doctors, line managers, vice presidents, or C-level executives, people are a passion of mine. It is pouring our time, talents and treasure into others that makes personal relationships worthwhile. We have the advantage of being able to know the people we serve much more intimately than many of our larger competitors. This helps us keep perspective on what we are really doing: helping to improve the lives of the families that are responsible for your success.
Whether you own a small business, a thriving large company, or are part of the leadership team of a local government entity with complex collectively bargained defined benefit and deferred compensation arrangements, we are glad that you are considering Retirement Consulting Group/KMS and hope that you will join with us in preparing your employees for the financial security that you also hope to enjoy later in life.
John Upton, President Retirement Consulting Group, Inc.
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