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Welcome to The Retirement Group (800) 900-5867


If you're looking for retirement-focused advisors to provide disciplined investing strategies, offer a straightforward market perspective, and help you navigate market volatility, then you have come to the right place. If you have any questions, please email us at info@theretirementgroup.com


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How to Begin Your Journey

We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for transitioning corporate employees.

Please call 800-900-5867 to speak with a Customer Service representative who will assist with the login process to view your Savings Plan or Pension Plan online. Although the Retirement Group is not affiliated with Netbenefits, 401k.com, Your Benefits Resources, eworkplace, Hewitt Resources, ING retirement Plans, or ING 401k plans we do assist qualified employees in navigating these sites. We are an independent Financial Advisor Firm that focuses on retirement planning.

How does The Retirement Group Differ From Other Firms?

Unlike many money managers who offer generic portfolios, we design portfolios to your individual needs and goals. The Retirement Group runs cash flow projections for our corporate clients so we can determine your income needs. This is important because an individual retiring from AT&T, for example, have completely different investment needs than someone that may not be dependent on a pension or corporate 401(k) account. Furthermore, you will have a dedicated corporate-focused advisor who calls regularly to keep you informed of changes.

The Retirement Group:


☑️ Run Cash Flow Projection

☑️ Calls regularly to keep you informed

☑️ Design a portfolio utilizing your goals and your corporate pension

☑️ Weekly webinars to keep you informed

Some Money Managers:


❌ Only Sell Annuities

❌ Provide cookie-cutter portfolios

❌ Only call when they have something to sell



More Resources




3 Reasons Why Interest Rates Are On The Rise


3 Reasons Why Interest Rates Are On The Rise


Interest rates are a key driver of most financial assets. While most often referenced in relation to the bond market, rates are also a key input in traditional equity valuation...


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Handling Market Volatility with Confidence


Investing in 2019 was fairly easy. The Standard & Poor’s 500 Index (S&P) returned nearly 28% for the year with only a few bumps along the way. Today, however, we're faced...


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A Note On Inflation



As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it...


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Webinars for Fortune 500 Employees



Download The Retirement Group's Most Popular Fortune 500 E-Books


The Retirement Group firmly believes education is key in the retirement planning journey, which is why we're offering these complimentary e-books.

What To Do With An Early Retirement Offer


Many companies offer employees early retirement packages to encourage them to leave. In this book, we address what could be included in an early retirement offer, & how an early retirement offer would affect your retirement savings?

Lump-Sum Option Vs. Annuity


In this ebook, we'll evaluate how interest rates potentially affect your pension lump-sum payout, how you can potentially recreate a paycheck in retirement & how to minimize taxes and penalties during the retirement planning process.

Net Unrealized Appreciation


This ebook discusses how to determine if Net Unrealized Appreciation makes sense for you and your retirement plan, when may NUA be advantageous  for you & when would NUA strategy make more sense than a tax-free rollover.

Let Us Help You Reach for the Retirement You Deserve!

Contact us to learn how we've helped thousands of successful people retire comfortably.

Schedule a Meeting

Call us: 800-900-5867

* The Retirement Group® is not affiliated or endorsed by any company or employer which includes, but is not limited to:

*AT&T, *Apache Corporation, *Altria, *Avaya, *Baker Hughes, *Bayer, *Boeing, *BP, *Bristol Myers Squibb, *Chevron, *Concho Resources, *Hughes, *fidelity.com, *Wyeth, *Northrop Grumman, *Merck, *Raytheon, *Coca-Cola ,*Qwest, *Pfizer, *Caterpillar, *ConocoPhillips, *ExxonMobil, *Sempra Energy, *San Diego Gas & Electric Company, *Southern California Gas Company, *Ameren, *Anheuser-Busch, *APL, *Bank of America, *Blackhawk Networks, *Caterpillar, *CenturyLink, *Chevron, *Citigroup, *Clorox, *Coca-Cola, *Colgate, *Con Edison, *ConocoPhillips, *Dexone, *ExxonMobil, *GlaxoSmithKline, *Halliburton, Hewlett Packard *Home Depot, *Honeywell, *HP, *IBD, Johnson Controls *Kaiser Permanente, *Kimberly-Clark, *Kinder Morgan, *Lockheed Martin, McCormick Spice, *Merck, *Monsanto, *Northrop Grumman, *Occidental Petroleum, *Pepsi, *Pfizer, *PG&E, *Phillips 66* *Phillip Morris, *Qwest, *Raytheon, *Royal Dutch Shell, *Safeway, *San Diego Gas & Electric, *Schlumberger, *Scotts Miracle Gro, *Sempra, *Siemens, *SoCal Edison, *Sony, *Southern California Edison, *Teradata, *Toyota Motor Corporation, *Tropicana, *United Parcel Service, *Verizon, *We Energies Group, *Wisconsin Energy, *Wyeth and *Verizon