Why Work With Us

Your financial life is unlike that of any other person on earth. Not only are your personal needs different, but the needs of your family and loved ones are also unique. The Retirement Income Group offer impartial and unbiased Investment and tax planning advice that is customized and tailored to your situation because you deserve more than rehearsed advice and recycled strategies. Your professional and personal finances merit the experience of advisors who truly care about you, your family, and your future.

That’s where we come in.

The Retirement Income Group focuses on helping Retirees and Pre-Retirees enjoy a happy and stress-free retirement. As financial professionals, we have the ability to address your greatest financial concerns with absolute certainty, and never with guessing. Your written financial plan from The Retirement Income Group will assure you never take more risk than necessary to pursue your goals, pay the least amount of tax legally possible, and help protect your assets.

Steven Floyd, founder, and CEO of The Retirement Income Group has firsthand experience in all aspects of financial management. An innate understanding of how retirees and pre-retirees think and feel, as he too over the age of 55. Steven and his team will focus on your education and added peace of mind. He will help answer all of your questions, address your concerns, and be your personal financial advocate for life.

When you make the wise decision to partner with The Retirement Income Group you can expect:

  • Financial and tax planning advice that is high quality and customized.
  • To gain insight into complex financial issues.
  • An outstanding client experience. Strategies that will help solve your financial challenges.
  • To receive tools and resources necessary to make informed and educated financial decisions.
  • A team of financial advocates who truly care about your personal and financial well being.

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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