CONNECT

Address:

5414 Oberlin Drive, Suite #220
San Diego, CA 92121

Phone:

800-900-5867

Fax/Other:

866-936-0750

Energy Group

The TRG Energy Group is comprised of a team of retirement specialists that focus on assisting oil and gas employees through their transition into retirement.  Our team members have consulted with thousands of employees of such companies as ExxonMobil, Chevron, ConocoPhillips, Shell, BP, Occidental Petroleum, CenterPoint Energy and others with the objective of maximizing retirement benefits while minimizing taxes through retirement.  We provide comprehensive pre-retirement and retirement planning to help understand and maximize your company's benefit plans.  Each advisor was hand selected based on their pension expertise, experience in financial planning, and portfolio construction knowledge.

TRG takes a teamwork approach in providing the best possible solutions for our clients’ concerns. The Team has a conservative investment philosophy and diversifies client portfolios with laddered bonds, CDs, mutual funds, ETFs, Annuities, Stocks and other investments to help achieve their goals. The team addresses Retirement, Pension, Tax, Asset Allocation, Estate, and Elder Care issues.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck