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* Home * About Us * Our Firm * Charles Schwab * FSC Securities * Pershing * Fiduciary Acknowledgement * TRG, LLC ADV * The Retirement Group Form CRS * Privacy Policy * Platinum Wealth Services * Our Services * Calculator * Career * Contact Us * Blog FSC Form CRS BACKGROUND BANNER IMAGE BACKGROUND BANNER IMAGE BACKGROUND BANNER IMAGE BACKGROUND BANNER IMAGE BACKGROUND BANNER IMAGE BACKGROUND BANNER IMAGE BACKGROUND BANNER IMAGE BACKGROUND BANNER IMAGE BACKGROUND BANNER IMAGE 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. Let's Chat Sign Up For a Webinar Today! HOW TO BEGIN YOUR JOURNEY -------------------------------------------------------------------------------- Step 1 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. Step 2 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. Step 3 Fill out a Cash Flow 3.Receive a Cash Flow Analysis -------------------------------------------------------------------------------- Our retirement-focused advisors can provide you with a complimentary cash flow analysis. Step 4 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. 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 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... Read More Here>>> 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... Read More Here>>> 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... Read More Here>>> WEBINARS FOR FORTUNE 500 EMPLOYEES ← → * 1 * 2 * 3 * 4 * 5 * 6 * 7 * 8 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? Read More 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. Read More 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. Read More 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, *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 Facebook LinkedIn Twitter Blog -------------------------------------------------------------------------------- Office Locations North-West Regional Office Concord, CA Phone:1-800-900-5867 South-West Regional Office Austin, TX Phone: 1-281-766-0747 Mid-West Regional Office St Louis, MO Phone: 1-314-858-9090 Southern California Regional Office San Diego, CA Phone: 1-858-404-8900. Disclaimer: Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with FSC Securities Corporation. *We are not affiliated with or endorsed by your company or organization. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. The Retirement Group, LLC is registered to conduct advisory business in the following states: AZ, CA, CO, FL, ID, IL, IN, LA, MD, MI, MO, NE, NV, NJ, NY, NC, OK, OR, PA, SC, SD, TX, UT, VA, WA. Office of Supervisory Jurisdiction: 5414 Oberlin Dr #220, San Diego CA 92121 800.900.5867 Contact Us | Privacy Policy © 2023 The Retirement Group, LLC