Broker Check

At our firm, we have the client—and only the client—in mind.

Retiring involves several decisions, that when properly planned, can make the differences between having a happy and stress-free retirement or losing sleep and in constant worry. The Retirement Income Group is essentially an ensemble of professionals that provide solution's to any conceivable challenge in retirement. 

Steven Floyd EA, Founder

Retirement Planning, Investments, Taxes & Insurance

Steven has over 25 years of experience assisting retirees and Investors save thousands of dollars with simple, clear and concise financial/tax plans. His passion is to inform, educate and assist people manage their financial affairs so...

Read more

Paul Scheper, MBA

Reverse Mortgages, Home Equity Lines & Conventional Loans

He is the President of Loangevity Mortgage, located in Irvine, CA. He has owned several companies (Barron Financial, Reverse Mortgage Training Institute, Harvard Capital Mortgage) and has successfully spearheaded several corporate...

Read more

Donald Flaig, Attorney at Law

Trusts, Wills and Estates

Mr. Flaig, who was recently nominated and selected to The National Advocates Top 100 Attorneys, has concentrated on estate planning, wills, and trusts and assisting corporations (both large and small) in their maintenance, day to day...

Read more

Derek Prusa CFA, CFP

Senior Market Analyst

Mr. Prusa is the Senior Market Analyst for FormulaFolio Investments where he works diligently to research and monitor financial market conditions and select the best investment strategies for each of FormulaFolios’ proprietary model

Read more

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us