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The Retirement Group, LLC

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San Diego, CA
The Retirement Group, LLC

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

accepted from any resident outside the specific state(s) referenced. The site may contain links to articles or other information that are contained on a third party website. FSC does not endorse or accept responsibility for the content, or the use, of the web site. FSC Securities assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. FSC Securities and The Retirement Group is not affiliated with Facebook. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on this site. We do not control, serve, adopt or endorse any content that LinkedIn may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call (800) 900-5867

Please visit our website: TheRetirementGroup.com

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. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

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:

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.

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.

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

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 it time to sell your home? Explore insightful strategies for AT&T employees nearing retirement. Make the most of your financial future.

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!

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

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:

Discover essential RMD tips for Chevron retirees. Learn to maximize your retirement wealth with Chevron's Chevron company benefits. Invest wisely today.

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:

Discover new estate planning opportunities tailored for AT&T employees. Ensure your financial future with expert tips for AT&T retirees.

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:

ConocoPhillips employees, navigate your retirement savings with our guide to the new Federal 401(k) Database. Essential read for ConocoPhillips employees planning retirement.

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!

Explore part-time work options for Chevron retirees. This blog offers Chevron employees nearing retirement insightful strategies to maximize their million-dollar nest egg.

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!

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

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:

Maximize your financial growth at AT&T. Learn the power of the Rule of 72. Essential reading for AT&T employees nearing retirement.

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:

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...

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:

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.

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

Website

https://www.theretirementgroup.com/

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