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About The Retirement Group
* The Retirement Group® (phone number 800-900-5867) is not affiliated nor endorsed by your company or employer which includes but is not limited to Honeywell, Conocophillips, Pepsico, Chrysler, Duke Energy, Home Depot, IBM, Dell, Halliburton, Siemans, Xerox, Texas Instruments,*Wyeth, *Pfizer, *hewitt.com, Gannet, US Bank *access.att.com, *AT&T, *fidelity.com, , *Qwest, *resources.hewitt.com, *Bank Of America, *Chevron, *Hughes, *Northrop Grumman, *Merck, *Raytheon, *Exxon, *Home Depot, *Siemens, *Allstate, *Dell, *Alcoa, *UBS, *Caterpillar and * Verizon, *HP, *netbenefits.fidelity.com, Hewlett Packard, Aon, BofA, your benefits resources, your pension benefits resources, Airgas. Contact number (800-900-5867). We are an independent financial advisory firm that specializes in transition planning and lump sum distribution for corporate employees.
The Retirement Group
10675 Sorrento Valley Rd, #100
San Diego, CA 92121
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.
Matthew Curry is a representative who is securities registered and is able to service clients in the following states: ARIZONA, ARKANSAS, CALIFORNIA, COLORADO, FLORIDA, GEORGIA, HAWAII, ILLINOIS, KANSAS, MICHIGAN, MISSISSIPPI, MISSOURI, NEVADA, NORTH CAROLINA, OKLAHOMA, OREGON, PENNSYLVANIA, TEXAS, UTAH, WASHINGTON.
Tag Archives: Roth
An underappreciated fundamental in financial planning. You’ve probably heard the saying that “cash is king,” and whether you own a business or not, it is a truth that applies. Most discussions of business and personal “financial planning” involve tomorrow’s goals, … Continue reading
Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses, but also what sources of retirement income you’ll have and how long you’ll … Continue reading
If you’re self-employed or own a small business and you haven’t established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future. Tax advantages A retirement plan can … Continue reading
As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. In fact, each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) reiterates that goal … Continue reading
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little … Continue reading
Some people go swimming by diving into the pool; others prefer to edge into the water gradually, especially if the water’s cold. A decision about putting money into an investment can be somewhat similar. Is it best to invest your … Continue reading