Retirement Financial Group

09/18/2026

A great day for a greater purpose starts with generous supporters.

Thank you to KFDM News, First Security Bank, Ibexis, Wathen, DeShong & Juncker, Alphagraphics, Be Your Own Builder, and Brian Mills (CFJM Law) for supporting our 2nd Annual Charity Golf Tournament benefiting Combat Marine Outdoors.

Your generosity helps bring our community together in support of veterans and their families. We’re grateful to have you alongside us!

It's not too late to sponsor or register. Join us October 5 at Beaumont Country Club. Register, sponsor, or learn more: www.rfgtex.com/golf

09/17/2026

The 2026 RFG Golf Tournament benefiting **Combat Marine Outdoors** is coming to Beaumont Country Club on **October 5**, and we’re looking forward to an incredible day of golf, community, and giving back.

Whether you’re joining us on the course, sponsoring the tournament, or supporting from the sidelines, every part of this event helps us make an impact for the veterans served by Combat Marine Outdoors.

There’s still time to get involved!

Learn more, register, or become a sponsor at **rfgtex.com/golf**

09/11/2026

Today, we remember the lives lost on September 11, 2001, honor those who answered the call to serve, and hold close the families forever changed.

From all of us at Retirement Financial Group, we will never forget.

09/07/2026

You’ve worked hard. What are you working toward?

Maybe it’s more mornings by the water. More time with your favorite person. Making memories with your grandchildren. Or the freedom to enjoy the day without watching the clock.

This Labor Day, as you take a well-earned breather, take a moment to picture the retirement you’re working toward. What would you like your days to look like?

At Retirement Financial Group, we’d love to help you plan for that next chapter.

Happy Labor Day from all of us at RFG!

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Educational only. Not tax / legal advice.

Retirement Financial Group, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

09/03/2026

The best time to talk about retirement and legacy planning is before there's a crisis.

These conversations don't have to start with numbers. They can begin with simple questions: "What do you want retirement to look like?" "What's important for you to leave behind?" "Who should help make important decisions if you're unable to?"

Having these conversations now can give your family clarity and make difficult decisions easier when the time comes.

If you'd like help reviewing your current retirement and legacy plan, call Retirement Financial Group at (409) 908-4160.



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Educational only. Not tax / legal advice.
Retirement Financial Group, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

09/01/2026

Two people can retire with the same amount of money, withdraw the same amount each year, and still have very different outcomes.

Why? The timing of market returns matters.

A significant downturn early in retirement can have a much greater impact because you're withdrawing money at the same time your portfolio is losing value. That's known as sequence of return risk.

You can't predict when the market will decline, but you can have a plan for how you'll respond when it does.

At Retirement Financial Group, we help clients build retirement strategies designed to navigate market volatility with clarity and confidence.

Call (409) 908-4160 to learn more about the Retire Smart approach.



Educational only. Not tax / legal advice.
Retirement Financial Group, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

08/26/2026

One surprise in retirement? Your expenses may not decrease as much as you expect.

Healthcare costs, prescriptions, home projects, travel, and spending more time with family can all add up - especially during the early years when you finally have more time to enjoy them.

That's why a retirement income plan should do more than cover the bills. It should include flexibility for both the lifestyle you want and the unexpected expenses that come along the way.

If you'd like a second opinion on your retirement income strategy, call Retirement Financial Group at (409) 908-4160.



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Educational only. Not tax / legal advice.
Retirement Financial Group, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

08/22/2026

Registration is officially open for our 2nd Annual Group Golf Tournament!

Join us Monday, October 5th, at The Beaumont Country Club for a great day of golf, fellowship, and giving back—all benefiting Combat Marine Outdoors and its mission to support our nation’s veterans!

Gather your team, reserve an individual player spot, or showcase your business through one of our sponsorship opportunities. Every registration helps make a meaningful difference for the veterans who have sacrificed so much for us.

View the available player packages and sponsorships at https://www.rfgtex.com/golf.

We look forward to seeing you on the course!

08/17/2026

08/10/2026

We’re proud to welcome Hunter Bergeron as the newest Financial Advisor at Retirement Financial Group!

Born and raised in Southeast Texas, Hunter now calls Bridge City home. After graduating from Lamar University in 2018 with his BSN, he spent seven years as a critical care nurse in the Cardiovascular ICU and Post-Anesthesia Care Unit. Those experiences taught him the importance of communication, advocacy, time management, and staying calm during some of life’s most stressful moments.

Hunter has been married to his wife, Destiny, for six years, and together they have two wonderful children, Roczen and Riley.

While transitioning from nursing to financial advising was a big decision, Hunter quickly realized the two careers have more in common than he expected. As a nurse, he advocated for his patients and worked to help them navigate difficult situations. Today, as a fiduciary, he brings that same commitment to serving his clients.

His years in critical care also gave Hunter a unique perspective on what matters most. He never had a patient tell him they wished they had made more money—but he heard countless people wish they had traveled more, spent more time with family, or done the things they had always dreamed of doing.

As a Financial Advisor, Hunter’s goal is to help people make the most of the wealth they’ve worked hard to build, so they can pursue those dreams with confidence, clarity, and purpose.

Or, as we like to say: Retire Smart.

Welcome to RFG, Hunter!



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Educational only. Not tax / legal advice.

Retirement Financial Group, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.