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The Retirement Group in Carmel Valley, I’m working with caterpillar and about to retire in next five months. I happened to attend The Retirement Group seminar and was amazed with the knowledge of the speaker. He was well-versed with nuances of financial planning, portfolio construction, 401Kplan and tax and estate planning. He helped me design the portfolio with great care to support the life after retirement well. The food served at the end of the seminar was undercooked and raw.

Dennis R

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The Retirement Group in Carmel Valley, San Diego is As I was nearing my retirement age, I began to lose my temper. The worries about my financial freedom stressed me. But at The Retirement Group seminar the financial advisors help the employees nearing their retirement, plan their retirement portfolios. Each advisor is well versed with the nuances of portfolio construction, 401kplan, pension plan and financial planning. This group is an independent entity and thus provide non-biased suggestions. Except for the food at the end of each seminar, the whole experience is worth it.

johnnie v