The Retirement Group, based in San Diego, CA, is a retirement-focused advisory firm that offers disciplined investing strategies and a straightforward market perspective to help individuals navigate market volatility. They provide tailored portfolios and cash flow projections based on individual needs and goals, with a dedicated corporate-focused advisor who regularly communicates changes. The firm also offers webinars, complimentary cash flow analysis, and a detailed retirement guide for Fortune 500 employees.
Unlike many money managers, The Retirement Group designs portfolios specific to each client's needs and goals, taking into account factors such as corporate pensions and 401(k) accounts. They prioritize education and offer complimentary e-books on topics such as early retirement offers, pension lump-sum options, and net unrealized appreciation. The Retirement Group is committed to helping individuals reach the retirement they deserve through personalized financial planning and investment strategies.
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