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Our Services

Our corporate clients have pension decisions and 401k decisions. For example:
  • Should I take a monthly annuity or lump sum from my pension?
  • How do I invest my 401k and sleep at night?
  • How does my health care coverage work after I leave the company?
  • Kevin specializes in the AT&T, Verizon, Lockheed Martin and Exxon benefit programs. 

Our business owner clients have a different set of questions:

  • What do I do with my business when I am ready to retire?
  • What is the average value of my business?
  • How does the sale of my business affect my retirement strategy?
  • My best investment has always been in my business, now what do I do?

Both sets of clients typically have questions relating to:

  • How much money do I need at retirement?
  • What do I do for health care?
  • When is the best time to take Social Security?
  • What are some tax issues I need to be aware of?


We provide solutions to these questions.

Corporate Clients click the link below: 
10509 Vista Sorrento Parkway
Suite 205
San Diego, CA 92121
Phone: 1-800-900-5867
Fax: 1-866-936-0750


Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with FSC Securities Corporation. Branch office 817-577-4714. Neither FSC Securities Corporation, nor its registered representatives, offer tax or legal advice.

This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.