Welcome to The Retirement Group


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.


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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





Employer Open Enrollment: Make Benefit Choices That Work for You


Open enrollment is the window of time when employers introduce changes to their benefit offerings for the upcoming plan year. If you're employed, this is your once-a-year chance to make...


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Up-To-Date Market Week




Before you get the chance to review your company 401(k) plan or to review your social security, make sure you check how the market can potentially affect your retirement.


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Retiring & Worried About a Housing Crash?


Many homeowners thinking about retiring are worried if one of their biggest assets, real estate, is about to plummet.  Are you retiring & worried about a housing crash?


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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, *, *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