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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

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