A Planning Centric

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Why Choose Us

Let's plan your financial path.

Why Work With Us
There is no one correct or best solution for Planning your financial future, however, we believe you should be given choices based on your unique situation and not sold a product or chase returns. We provide impartial, unbiased financial and tax planning advice.
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WHO WE WORK WITH

As RETIREES and PRE-RETIREES, you have plenty on your plate as it is. The last thing you need is to concern yourself with are the complexities of your financial life. Rather than leave your financial well being up to chance, allow The Retirement Income Group to help. We offer impartial and unbiased tax and financial planning advice to, investors, and retirees and Pre-Retirees. We focus on what we do best and allow you to stay on top of the personal and professional tasks that your everyday life demands.

The Retirement Income Group offers a comprehensive suite of financial planning, tax strategies, and wealth management services. Regardless of what your financial needs happen to be, our team is dedicated to empowering you with multiple solutions aimed at helping you reach your goals.

The cornerstone of a great financial plan is a sound investment process. At The Retirement Income Group, we believe that there is a Smarter Way to Invest. Making great decisions by using smart formulas, our investment advice is rooted in academic research and a proven set of processes.

1. Holistic Financial Planning.
2. In-House Investment analysis and planning.
3. Strategic and Tactical, Ongoing Asset Management.
4. Individual stocks, low costs ETF’s or alternative assets.
5. Social Security and Medicare analysis.
6. Insurance and Estate Planning.
7. Tax Planning and Tax Preparation.
8. Transparent and comprehensive reporting and communication.
9. Interactive, virtual and web based solution.
What We Do
Simply put, we are Planners. We do not recommend any service or product without providing you with a plan and in some cases give you a plan that you can do yourself. Whether you want a less stressful retirement or pay less tax-we can help.
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Our Values
We put integrity, honesty, and transparency at the cornerstone of everything we do as a financial advising firm. Every piece of advice we give, and every strategy we implement, is done so with the needs and desires of our clients in mind. The service and advice we provide begins with you.
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FAQ
Videos
Retirement is Not a Destination; It's a Journey

Visualizing your retirement is probably one of the most important initial steps you will take. How will you spend your new free time? Where will you live and many other considerations? However, we have observed happy and successful retirees have three things in Common.

A good support group of family and friends.

A zest for learning and keeping active.

A written financial plan.

Partners

Our strategic alliances.

Investment advisory services offered through The Retirement Income Group LLC, a California Registered Investment Advisor and Brookstone Wealth Advisors, LLC (BWA), an SEC Registered Investment Advisor and an affiliate of Brookstone Capital Management, LLC. BWA and The Retirement Income Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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