Jim Connell, CF2

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.