At The Retirement Group we understand that even though your financial future is personal and individual to you, you do not need to undertake this journey alone. We assist individuals and families in charting a path from their current, unique situation, to their long-term financial and personal goals. As an independent investment advisor we always put our Fortune 500 client’s priorities and needs first.
Having worked with a wide array of clients for more than 30 years, we understand that a personalized approach to portfolio construction and management is the best approach for meeting your goals. Our team will take the time to learn the intricacies of your financial needs to derive a portfolio tailored to you. After portfolio construction, we create a personalized plan so you can invest with confidence and meet your objectives over the long-term.
Creating a complete financial plan is essential in understanding both the current financial picture of our clients but also in informing the decision making process used in planning for the future. We are a holistic financial planner, meaning that we believe assisting in all aspects of your finances, including: budgeting & cash flow analysis, estate & tax planning, social security optimization, will generate the best outcomes for our Fortune 500 clients.
In some cases we find that new clients had been sold annuities that did not accurately address their needs nor their goals. We can help to evaluate the pros and cons of your annuity and ensure that it fits into your new financial plan or reevaluate and help find a product more suitable to you.
Our Retirement Calculators can give you a quick sense of whether your current rate of savings has you on track for a comfortable retirement.
Our downloadable guides offer information on retirement planning, retirement income and much more. They're free and available at no cost.
We know investors nearing or in retirement have a lot to think about. Learn more about these common topics:
Contact us to learn how we've helped thousands of successful people retire comfortably.
* 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