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What We Offer

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.

What We Offer


Personalized Portfolio Management

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.


Financial Planning

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.


Annuity Assessment

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.

How We Do It


Understanding Your Company

Because we work with many Fortune 500 employees, we can assist with the decisions on the best day to leave your company.

Experienced Management Team

Because we work with many Fortune 500 employees, we can assist with the decisions on the best day to leave your company.

Active-Disciplined Portfolio Management

We believe in an active and disciplined approach to managing money for our Fortune 500 clients. Our process seeks to identify your long-term goals by first getting a holistic picture of your lifestyle, family, health, needs, and much more. We will create a personalized portfolio to meet those long-term goals, but the process does not end there. We will adapt your portfolio strategy as your goals, needs, and market conditions change.

Excellent Service

As a partner in retirement, the long-term success of our Fortune 500 clients is our primary objective. We believe that regular communication with our Fortune 500 clients is key to ensuring that their needs are addressed. Our financial advisors will stand by your side while keeping you connected to our firm's many resources.

Preparing for Retirement


Retirement Planning

Whether you’re approaching retirement, currently retired, or looking for direction on where to start; our retirement planning process can help you understand the most important questions that you should be asking. Examining the right questions will assist you in planning to meet your future goals.

Evaluating Your Financial Plan

Now that you have a financial plan, how do you know if you are actually on track? Our financial professionals will help ensure that you are continuing to meet your goals. Our advisors will even assist you in budgeting, if that is something that you request.

Understand Your Time Horizon

How long will you need your money to work for you? Many of our Fortune 500 clients make the mistake of not planning long-term. While retirement may be a goal, it is often just the beginning and we can help you determine the right strategy for your retirement timeline.

Generating Retirement Income

After you stop receiving a regular paycheck, will you need to generate income from your investments? Through a retirement and cash flow analysis we can help you plan your retirement income without depleting your nest egg.

Helpful Financial Planning Resources

Retirement Calculators

Our Retirement Calculators can give you a quick sense of whether your current rate of savings has you on track for a comfortable retirement.

  • Retirement Planning Calculator
  • 401(k) Calculator
  • Annuity Calculator

Informative Financial Guides

Our downloadable guides offer information on retirement planning, retirement income and much more. They're free and available at no cost. 


  • The Definitive Guide to Retirement Income
  • Guide to Surviving Market Volatility
  • The 15-minute Retirement Plan

Popular Retirement Topics

We know investors nearing or in retirement have a lot to think about. Learn more about these common topics:


  • Retirement Accounts
  • Retirement Goals
  • Staying on Track

Let Us Help You Reach for the Retirement You Deserve!

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