The Retirement Group

The food the delivered was cold and the delivery guy dressed like a homeless person and looked dirty. With layoffs and slowdowns and pure negativity abound at our division at AT&T the CWA invited us to view a computer live presentation which actually was good, My Co-worker invited my to visit online and viewed a Google Meeting type presentation presented by . He discussed tax planning, pension and a few more things I thought could be useful to know more about. I am absolutelygoing to call them to set up an appt using WebinarJam for free 15 minute discussion.

My Co-worker invited me to visit online and checked a WebEx type presentation on company benefits with the speaker Steve and Tyson and TRG. Was invited to attend a Computer webinar (Google Meeting etc) for ConocoPhillips employees. I learned a lot about our retirement options which was great. It has me thinking about how I need a plan in place. In fact it is more to think about than you can imagine. Steve and Tyson and TRG were very helpful!

I was invited to attend a zoom on tax planning for Chevron employees. Steve and Wesley and TRG did a great job. I'll be giving them a call to set up an appt using Zoom for free 15 minute discussion. They sent us food from Ubereats but The food they delivered was cold and the delivery guy dressed like a homeless person and looked dirty. I need help with deciding when I should retire from AT&T as I have a disabled daughter and want to make sure she is taken care of.

I really liked the Computer webinar (Zoom etc) I received my quarterly reminder to attend for Kaiser Permanente employees. After 23 years 48 days and 6 hours I am ready to call it quits. Problem is I leaned based on my age I need to stay 77 days to get to age 55 so I do not have age penalties. I have been invited to attend some other presentations before that make you feel pressured and talk over your head. The Retirement Group made me feel relaxed and provided ideas that can help me now.

I really liked the “Go To Meeting” my coworker and I checked online for Occidental Petroleum employees. I have attended some other presentations before that make you feel pressured and talk over your head. The Retirement Group made me feel relaxed and provided ideas that can help me now.

After attending the “Go To Meeting” hosted by Wesley and the TRG staff on my Paperwork Process when retiring from Kaiser Permanente I still have questions on when I should start my benefit commencement however. I thought it was informative but I think I still need help. I will call The Retirement Group to set up an appointment.

I attended a zoom on tax planning for Chevron employees. Wesley and the TRG staff did a great job. I'll be giving them a call to set up an appointment. I need help with deciding when I should retire from Occidental Petroleum as I have a disabled daughter and want to make sure she is taken care of.

I checked online a “Go To Meeting” that the Retirement Group has every Friday for information about the retirement process the benefits about it and when it is ideal to do so. I found the “Go To Meeting” very informative and knowledgeable. Wesley and the TRG staff explained everything very clearly.

My Co-worker invited me to visit online and checked a WebEx type presentation on Pension Planning presented by Wesley and the TRG Support team. I thought it was very informative for Chevron employees. I told my friends they should view the “Go To Meeting” from The Retirement Group too! My connection was a little slow but I was able to attend the presentation on Chevron Tax Planning and Interest Rates.

Each time I've written a draft of this review it has been way too long, so here's the short version: Before I met Tyson, I had struggled against the "financial industry" for 25 years. Then I watched a Zoom webinar for ExxonMobil employees and I felt he really knew the plan and could easily explain it to me. Tyson Mavar and The Retirement Group have a great wealth of knowledge!

We could not be more satisfied with the financial advice we received from Brent - he is thoughtful, really takes time to understand your goals (and anxieties!), develops a plan with options and is available for follow up. Costs are clearly outlined. Brent and the staff at The Retirement Group have really put us at ease!

My wife and I were looking for unbiased advice regarding our retirement strategy over the next 3 to 5 years. Michael was the perfect choice for our situation. He was very easy to speak to and set us at ease with his collaborative approach. The zoom meetings really help although I can never get my microphone to work properly. Other than my issue getting on Zoom correctly, I can’t find even 1 complaint.

Brent of The Retirement Group is professional, competent, provides good advice and clear reports, and is very pleasant to work with. I trust his work. He is respectful of my level of understanding of financial matters and does not make me feel like I can’t understand anything. I really like the Zoom meetings but sometimes the connection is bad.

I have been working with Brent for over 25 years. I have always been totally satisfied and impressed by his professionalism, his absolute passion for his work, fantastic results, and his ability to explain the world of AT&T retirement planning. The TRG Professional team looks after my retirement plan and financial well being. Brent and Paul are very knowledgeable about investing. They communicate in an easy to understand manner. I feel great about my AT&T retirement planning future after each of our periodic meetings. Highly recommended this firm. The webinars on Youtube are also a great way to stay up to date with any changes happening at my former employer AT&T. They are always making some kind of changes and it is super confusing how it affects me as a retiree. These webinars clear up any confusion and make it so easy to understand.

Carlos and partner Steve and the TRG Team's Kaiser Permanente retirement consultation helped me see which direction I should head in my career and investment plan. As a team they are great, no complaints! They have a strategic approach to investing that helps to ensure dips in the markets don't impact his clients to the level mutual funds encounter. I have already recommended them to family and friends. Other advisors are intimidating and make it scary to give someone my life savings. This is the biggest financial decision of my life! When I talk to The Retirement Group, Carlos and partner Steve and the TRG Team they make me feel so comfortable and make everything so easy to understand. The Zoom meetings are a plus too as I really don’t like to leave my house much.

With layoffs abound at our division at AT&T the CWA invited us to watch a computer live Zoom-Webex that the Retirement Group has every Friday for information about the retirement process the benefits about it and when it is ideal to do so. I found the Zoom-Webex very informative and knowledgeable. Michael Lee explained everything very clearly.

With layoffs abound at our division at AT&T the CWA invited us to watch a computer live Zoom-Webex that the Retirement Group has every Friday for information about the retirement process the benefits about it and when it is ideal to do so. I found the Zoom-Webex very informative and knowledgeable. Patrick Ray explained everything very clearly.

I really liked the webinar I was invited to attend for ExxonMobil employees. I have been invited to attend some other presentations before that make you feel pressured and talk over your head. The Retirement Group made me feel comfortable and provided ideas that can help me now.

I signed up for a google meet video on tax planning for KP employees. Michael Corgiat did a great job. I'll be giving them a call to set up an appt using Zoom for a free 15-minute discussion. I need help with deciding when I should retire from KP as I have a disabled daughter and want to make sure she is taken care of.

I was invited to attend a webinar for Chevron employees. I learned a lot about our retirement options which was great. It has me thinking about how I need a plan in place. In fact it is more to think about than you can imagine. Wesley Boudreaux was very helpful!

After being burned out on video meeting I was coerced to see a Virtual Retirement and Benefits Seminar on tax planning for KP employees. Michael Corgiat did a great job. I'll be giving them a call to set up an appt using Zoom for free 15 minute discussion. I need help with deciding when I should retire from KP as I have a disabled daughter and want to make sure she is taken care of.

My Freind DK and I was invited to attend and viewed a webinar on Pension Planning presented by Michael Lee. I thought it was very informative for ATT employees. I told my friends they should watch the webinars from The Retirement Group too!

Enjoyed the Computer Webshop (Zoom etc) hosted by Wesley Boudreaux. Been to some before that make you feel pressured and talk over your head. Not the case with The Retirement Group. They make you feel comfortable and provide ideas that can help me now.

I was invited to attend a zoomon tax planning for ConocoPhilips employees. Patrick Ray did a great job. I'll be giving them a call to set up an appt using Zoom for free 15 minute discussion. they sent us food from Ubereats but The food they delivered was cold and the delivery guy dressed like a homeless person and looked dirty. I need help with deciding when I should retire from ConocoPhilips as I have a disabled daughter and want to make sure she is taken care of.

After was invited to check out a online video series using the software the Computer Webshop (Zoom etc) hosted by Michael Corgiat on Tax planning My concerns were only partially answered after taking the course so have need help and questions. I thought it was informative but I think I still need help. I just don't understand how inflation affects my retirement? I will call The Retirement Group to set up an appt using Zoom for free 15 minute discussion.

We struggled to get on a Zoom on Pension planning for PG&E employees. Not too techy so the login crisis to the webinar was finally averted. Steve Boblis did a great job. After being burned out on video meeting and honestly just sick and tired of looking at my screen I was coerced to see a Virtual Retirement and Benefits Seminar on Pension planning for PG&E employees. The Word choice has now changed from Covid, Delta Omicron variant , epidemialogist, virology test kits , and false positives replaced by Words like lump vs annuity, age penalties, NUA and age penalties, interest rates, health care increases Steve Boblis did a great job. I had so many questions on the Interest Rates and how they affect my Pension at PG&E. I'll be giving them a call to set up an appt using Zoom for free 15 minute discussion.I had so many questions on the In terest Rates and tried to understand how rates affect y pension lump sum l be giving them a call to set up an appt using Zoom for free 15 minute discussion.

With layoffs abound at our division at AT&T the CWA invited us to watch a computer live Computer Webshop (Zoom etc) that the Retirement Group has every Friday for information about the retirement process the benefits about it and when it is ideal to do so. I found the Computer Webshop (Zoom etc) very informative and knowledgeable. Patrick Ray explained everything very clearly.

I filled out an email subscriber for a google meet video on retirement healthcare and benefits planning Pension planning for Chevron employees. Wesley Boudreaux did a great job. I had so many questions on the Interest Rates and how they affect my Pension at Chevron. I'll be giving them a call to set up an appt using Zoom for free 15 minute discussion.

I work for ExxonMobil and was invited to attend a Computer Webshop (Zoom etc) The Retirement Group was having. The information was very helpful in explaining tax planning and how the Interes rates impact my pension. Thank you Tyson Mavar for the presentation I will be calling soon.

I signed up for a google meet video on on 401k mistakes for ATT employees. Michael Lee did a great job. He really helped me understand more about inflation and how it affects my 401k. I'll definitely attend more Computer Webshop (Zoom etc)s from The Retirement Group.

I really liked the Computer Webshop (Zoom etc) I was invited to attend for ATT employees. I have was invited to attend some other presentations before that make you feel pressured and talk over your head. The Retirement Group made me feel comfortable and provided ideas that can help me now.

My Co-worker invited my to visit online and viewed a Microsoft Teams-Citrix type presentation on company benefits with the speaker Michael Corgiat. was invited to attend a Computer Webshop (Zoom etc) for KP employees. I learned a lot about our retirement options which was great. It has me thinking about how I need a plan in place. In fact it is more to think about than you can imagine. Michael Corgiat was very helpful!

I really appreciated the Computer Webshop (Zoom etc) hosted by Michael Lee. I have was invited to attend some before that make you feel pressured and talk over your head like I don't understand anything. The Retirement Group made me feel comfortable and provided ideas that can help me now. Like having a plan in place and understanding Interest Rates and how they affect my Pension.

At lunch three co workers and I had TRG deliver a nice italian meal to each of our houses to watch or attend a workshop. We from our houses viewed a Webinar on interest rate lump sum Pension Planning presented by Steve Boblis. I thought it was very informative for PG&E employees. I told my friends they should watch the Computer Webshop (Zoom etc)s from The Retirement Group too!

The food the delivered was cold and the delivery guy dressed like a homeless person and looked dirty. With layoffs and slowdowns and pure negativity abound at our division at AT&T the CWA invited us to watch a computer live presentation which actually was good, . My Co-worker invited my to visit online and viewed a Microsoft Teams-Citrix type presentation presented by Tyson Mavar. He discussed tax planning, pension and a few more things I thought could be useful to know more about. I am definitely going to call them to set up an appt using Zoom for free 15 minute discussion.