If you’d like to see whether The Retirement Group is a good fit for you, contact us today. Our qualified financial advisors for Fortune 500 employees can provide you with a complimentary cash flow analysis. If you decide to become a client, The Retirement Group has a team of experts who will help make the transition as smooth and seamless as possible.
Once you become a client, you’ll have a dedicated company-focused advisor who will help guide you and serve as a long-term resource for information and support. You’ll also have access to exclusive educational material such as webinars, e-books, and other resources to help you plan for a happy and successful retirement.
The Retirement Group:
☑️ Run Cash Flow Projection
☑️ Calls regularly to keep you informed
☑️ Design a portfolio utilizing your goals and your corporate pension
Some Money Managers:
❌ Only Sell Annuities
❌ Provide cookie-cutter portfolios
❌ Only call when they have something to sell
The Retirement Group firmly believes education is key in the retirement planning journey, which is why we're offering these complimentary e-books.
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?
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.
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.
* 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