The Retirement Group, LLC

The Retirement Group, LLC

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The Retirement Group is a group of financial professionals who focus entirely on retirement planning Please visit our website for additional disclosures.

IMPORTANT DISCLOSURES

We follow the value investment philosophy of Benjamin Graham, Walter Schloss, and Seth Klarman. 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, NV, NY, OR, PA, SD, TX, UT, VA, WA, WY. No offers may be made or

ExxonMobil Employees: Embrace Dynamic Spending Strategies in 2024 05/01/2025

Are you ready for a smarter way to plan your retirement spending? Many ExxonMobil employees are embracing dynamic strategies that adjust with market changes and living expenses. Discover how you can create more stability and flexibility in retirement:

ExxonMobil Employees: Embrace Dynamic Spending Strategies in 2024 Navigate the stages of retirement as a corporate employee with our expert guide. From planning to living, we've got you covered for a secure retirement.

Original Medicare vs Medicare Advantage: Tips for ConocoPhillips Retirees 04/24/2025

Navigating Medicare doesn’t have to be overwhelming. Whether you're approaching retirement from ConocoPhillips or already enjoying it, understanding your healthcare options is crucial. Discover the key differences between Original Medicare and Medicare Advantage today.

Original Medicare vs Medicare Advantage: Tips for ConocoPhillips Retirees Explore ConocoPhillips retiree's guide on Original Medicare vs Medicare Advantage. Get expert tips tailored for ConocoPhillips employees retiring with significant savings.

AT&T Employees: Is Now the Time to Sell Your Home, or Should You Wait? 03/13/2025

Is the real estate market tempting you to sell your home? 🏠 Before you make a decision, AT&T employees should check out our latest blog! We break down the factors you need to consider to maximize your financial outcomes. Get all the insights you need right here:

AT&T Employees: Is Now the Time to Sell Your Home, or Should You Wait? AT&T employees, is it time to sell your home? Explore insightful strategies for AT&T employees nearing retirement. Make the most of your financial future.

Strategies for ExxonMobil Employees Facing Job Loss 02/27/2025

Job loss at ExxonMobil can be daunting, but planning is key! 🔑 Our latest article provides essential tips for ExxonMobil employees on managing severance benefits and optimizing retirement plans. It’s time to secure your financial path. Learn more by clicking the link below!

Strategies for ExxonMobil Employees Facing Job Loss Explore strategic financial advice for ExxonMobil employees facing job loss. ExxonMobil employees, secure your retirement wealth with our expert guidance.

5 Required Minimum Distribution Tips for Chevron Retirees 02/20/2025

Navigating your RMDs can be challenging, but we’re here to help! Our latest article offers 5 key strategies for Chevron retirees looking to maximize their retirement distributions. Discover how you can reduce your tax burden and secure your financial future. Interested in learning more? Visit our blog:

5 Required Minimum Distribution Tips for Chevron Retirees Discover essential RMD tips for Chevron retirees. Learn to maximize your retirement wealth with Chevron's Chevron company benefits. Invest wisely today.

Tips for AT&T Employees Navigating New Estate Planning Opportunities 02/13/2025

Thinking about how to best protect your assets and leave a legacy? 🌟 Our latest article offers valuable insights specifically for AT&T employees on mastering estate planning. Whether retirement is on the horizon or you're planning ahead, these tips are crucial. Read our full guide here:

Tips for AT&T Employees Navigating New Estate Planning Opportunities Discover new estate planning opportunities tailored for AT&T employees. Ensure your financial future with expert tips for AT&T retirees.

Navigating Your Retirement Savings: A ConocoPhillips Employee's Guide to the New Federal 401(k) Database 02/06/2025

📈 Are you a ConocoPhillips employee approaching retirement? Make sure you're fully prepared with our latest insights on the new federal 401(k) database. Find out how it can transform your retirement planning and help you make smarter financial decisions. Full details in our blog:

Navigating Your Retirement Savings: A ConocoPhillips Employee's Guide to the New Federal 401(k) Database ConocoPhillips employees, navigate your retirement savings with our guide to the new Federal 401(k) Database. Essential read for ConocoPhillips employees planning retirement.

Charting New Horizons: Part-Time Work Options for Chevron Retirees 01/30/2025

Ready to retire but not ready to idle? Explore part-time job options that keep you active and engaged without the full-time commitment. Our newest article highlights how semi-retirement can enhance your quality of life and supplement your income. Ideal for anyone in their 50s and 60s looking to redefine retirement. Click to read more!

Charting New Horizons: Part-Time Work Options for Chevron Retirees Explore part-time work options for Chevron retirees. This blog offers Chevron employees nearing retirement insightful strategies to maximize their million-dollar nest egg.

Retirement Pitfalls: What ExxonMobil Employees Can Learn from Tim Walz's Mistake 01/23/2025

👀 Ready to retire without regrets? 👀 If you're approaching retirement, you need to know about the common traps many fall into—just like Tim Walz did. We’ve outlined essential takeaways for ExxonMobil employees in our latest blog. Don’t miss out on these invaluable insights that could protect your retirement plans!

Retirement Pitfalls: What ExxonMobil Employees Can Learn from Tim Walz's Mistake Learn from Tim Walz's retirement mistake: ExxonMobil employees can avoid common pitfalls, securing a prosperous future with smart financial decisions.

Your Financial Growth at AT&T: The Power of the Rule of 72 01/16/2025

💡 Are you on track with your retirement savings? Find out how using the Rule of 72 can help AT&T employees grow their investments efficiently. Read our latest article for essential retirement planning tips:

Your Financial Growth at AT&T: The Power of the Rule of 72 Maximize your financial growth at AT&T. Learn the power of the Rule of 72. Essential reading for AT&T employees nearing retirement.

Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules 11/28/2024

Planning for a stress-free retirement? 🌅 Understanding the new RMD rules is crucial! Our newest blog post outlines five strategic approaches to your retirement distributions. Don't let changes catch you off-guard—equip yourself with the knowledge to thrive. Dive into the details now:

Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original Setting...

SECURE 2.0 Adds New Early Withdrawal Exceptions 11/21/2024

Are you ready to unlock new retirement opportunities? 🔓👵👴 The latest SECURE 2.0 Act updates bring new early withdrawal exceptions. This could be a game-changer for your financial strategy as you approach retirement. Learn all about your new options and plan smarter! Full details here:

SECURE 2.0 Adds New Early Withdrawal Exceptions Learn about the new 72(t) exceptions added to the SECURE 2.0 Act, which can exempt early retirement account withdrawals from the 10% federal income tax penalty.

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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