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IMPORTANT DISCLOSURES

We follow the value investment philosophy of Benjamin Graham, Walter Schloss, and Seth Klarman.

The Retirement Group is a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the corporate transitioning employee. Investments in securities involve risk, including the potential loss of principal invested. This communication is intended for individuals residing in the states of AK, AZ, CA, DC, FL, IA, ID, IL, IN, MI, MN, NC, NM,

Exploring Affordable Retirement Abroad: Top Destinations for AT&T Employees 04/17/2025

"Want to enjoy your retirement without worrying about high living costs? We’ve listed some of the top countries that offer low expenses, great healthcare, and a high quality of life—perfect for AT&T employees nearing retirement.
🌍 Explore the options: https://www.theretirementgroup.com/featured-article/5448130/exploring-affordable-retirement-abroad-top-destinations-for-att-employees"

Exploring Affordable Retirement Abroad: Top Destinations for AT&T Employees Explore affordable retirement abroad for AT&T employees. Uncover top destinations for AT&T retirees, maximizing your $1,000,000+ investment wisely.

Recent Chevron Retirees: The First Couple Years Are Crucial! 04/10/2025

Ready to enjoy your golden years without financial worry? 🌟 If you're a Chevron retiree, the first few years are key to setting the tone for a fulfilling retirement. We've put together some crucial strategies to help you secure your finances. Dive into the details in our latest blog post!

Recent Chevron Retirees: The First Couple Years Are Crucial! Maximize your Chevron retirement funds with our financial insights. Learn key strategies for Chevron retirees in the crucial first years post-retirement.

Baby Boomers, Including ConocoPhillips Retirees, Are Having a Huge Impact on the Economy 03/27/2025

Calling all soon-to-be retirees! Discover how the choices of your generation are driving economic changes. Our new blog piece explores the massive impact of baby boomers, with a special focus on ConocoPhillips retirees. Find out how your financial strategies are shaping the market!

Full details here: https://www.theretirementgroup.com/featured-article/5448130/baby-boomers-including-conocophillips-retirees-are-having-a-huge-impact-on-the-econom

Baby Boomers, Including ConocoPhillips Retirees, Are Having a Huge Impact on the Economy Explore how Baby Boomers, particularly ConocoPhillips retirees, are influencing the economy. Uncover financial strategies for ConocoPhillips employees approaching retirement.

ExxonMobil Employees: Will Inflation Ruin Your Retirement? 03/20/2025

📈 How Inflation Impacts Your ExxonMobil Retirement 📈
Retirement should be a time to relax—not worry about rising costs. But with inflation on the rise, many ExxonMobil employees are wondering if their savings will last. Don’t let unexpected expenses derail your plans. Find out how to safeguard your financial future here:

ExxonMobil Employees: Will Inflation Ruin Your Retirement? ExxonMobil retirees, discover how inflation could impact your retirement savings. Read our expert advice tailored specifically for ExxonMobil employees with $1,000,000 or more.

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Location

Address


5414 Oberlin Drive #220
San Diego, CA
92121

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 5pm