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 firstname.lastname@example.org
Get the Guide
1.Get the Guide for Fortune 500 Employees
The Retirement Group has put together a detailed retirement guide for Fortune 500 employees.
Watch a Webinar
2.Watch a Webinar
Our team of retirement-focused advisors have put together a series of webinars which cover pension planning, how to avoid mistakes with your 401(k), and more.
Fill out a Cash Flow
3.Receive a Cash Flow Analysis
Our retirement-focused advisors can provide you with a complimentary cash flow analysis.
Make an Appointment
4.Schedule a Call
To schedule a complimentary 15 minute call with one of our financial advisors please select a date and time on the calendar provided.
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.
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
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...
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...
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...
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