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400 Continental Blvd. 6th Fl., Los Angeles, CA 90245

(310)461-8400
steven@stevenfloyd.net
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What We Do

After three decades of sitting across the table from families approaching retirement, we've come to believe most of this work isn't really about money at all. It's about clarity. The clearer the plan, the quieter the worry — and the more room there is for the life you actually wanted on the other side of work. So we do one thing, and we do it carefully: we build written, financial plans held to a fiduciary standard for clients fifty and up, and we sit with you for the long stretch of years it takes to live them out.

Retirees

Retirees

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.

   Money Manager Selection
 Tactical, Ongoing Asset Management
Transparent and comprehensive reporting.
Click Here to learn more about our investment process, and how it can help you on your journey to find a Smarter Way to Invest.

Pre-Retirees

Pre-Retirees

Offering financial advice typically encompasses more than just investment management. Your needs are more complex, often times necessitating the opinions of many other professionals such as; Loan Specialists, Attorneys, Insurance Agents and more. The Retirement Income Group is structured to manage the entire process so that all professionals are working in one coordinated direction.

  • We not only manage your investment portfolio, but
  • We work with attorneys that prepare trusts and wills
  • We do tax planning and preparation.
  • We develop asset protection plans.
  • We assist in charitable giving programs.We offer unique tax strategies for capital asset disposition.