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.
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.
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
The Retirement Group has been providing wealth management and planning services to Fortune 500 employees for over three decades. This experience and stability across multiple market cycles allows us to deliver positive results for our Fortune 500 clients.
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.
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.
