Most Popular e-Book For
Corporate Employees

We Are Here To Help You Understand Your Retirement Benefits, Better!

"Choosing A Financial Advisor"

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Core Topics



Type of Advisor and Experience Required





Know your Options



How would you describe your typical client?
You'll Find out Much More in the Next 3 Sections!

What's in the e-Book?

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Educational Topics

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Confront Major Concerns

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Make Well-Informed Decisions


What You Will Learn

After downloading your complimentary "Choosing A Financial Advisor" e-Book, you will be able to decide how we can help you

Inside you will find over 10-pages prepared by us and complete with answers, from knowledgeable financial practitioners, to the most asked Corporate employee retirement concerns:

  • Determining Advisors which have experience in helping to establish nest eggs, planning your retirement, or buying a property.

  • Checking prospective Advisor qualifications and experience level before investing with them.

  • What are your options when beginning to select an Advisor?

  • How will you receive your funds?

  • How often should there be communication between my Advisor and me?

We are a group of financial professionals who focus entirely on Corporate retirement planning, the design of retirement portfolios for the transitioning Corporate employee, and education through seminars in the area.

It is so easy to get started.

In-The-Media Today:

Watch This Informative Video concerning your 401(k) Plan Fees



Just fill out the form above to get your e-Book
or schedule a phone meeting with us today


You May Like This Additional e-Book


"What To Do With An Early Retirement Offer"

Prepared By The Retirement Group

In today’s corporate environment, cost-cutting, restructuring, and downsizing are normal parts of business operation. Many companies offer employees early retirement packages to encourage them to leave. This is generally done to encourage voluntary departures when the organization is looking to reduce headcount. While many early retirement offers seem attractive at first, it is important for you to review an offer carefully before accepting it to ensure that it is indeed a “golden” opportunity.

This e-Book is for Corporate employees who need immediate answers to their retirement concerns:

  • What are the payout options available to you?

  • Must I work until age 65 to receive maximum benefits as a Corporate employee?

  • Can you afford to retire early?

  • If I decide to refuse early retirement, what can I expect from my employer? 

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