The Utility Group

The Utility Group is comprised of a team of Retirement Specialists that focus on assisting Electric and Gas employees of such companies as SDG&E, PG&E, Southern California Edison, Sempra, Excelon, and others with the objective of increasing retirement benefits.

Request your complimentary UtilityKit analysis now!

UtilityKit™

What You'll Get

    

We provide comprehensive pre-retirement and retirement planning to help you understand and increase your benefit plans as a corporate employee. Each advisor was hand-selected based on their pension expertise, experience in financial planning, and portfolio construction knowledge.

 

We take a teamwork approach to provide the best possible solutions for our clients’ concerns. The Team has a conservative investment philosophy and diversifies client portfolios with laddered bonds, CDs, mutual funds, ETFs, Annuities, Stocks and other investments to help achieve their goals.

 

The team addresses Retirement, Pension, Tax, Asset Allocation, Estate Planning, and Elder Care issues via Conference Calls, Educational Online Publications, and Local Seminars. Learn More about opportunities near you.

Disclaimer: 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. We are not affiliated with or endorsed by your company or organization. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. Office of Supervisory Jurisdiction: 5414 Oberlin Dr #220, San Diego CA 92121 800.900.5867

Request your complimentary corporate UtilityKit now, to find out how we can help you!

Inside this Kit, you will find tips and strategies for planning your corporate retirement, work with experienced Retirement Specialists and receive solutions to the most concerning corporate retirement questions:

  • How to minimize taxes and penalties during the retirement planning process?

  • What are the IRA withdrawal penalties and regulations?

  • How can I withdraw money from your 401k or IRA before age 59 1/2?

  • How do I use a 72(t) schedule to supplement your retirement income?

  • When should I be looking at Rule 415 limits when rolling over your corporate pension lump sum.

Let us help you maintain your retirement goals.

 

Just fill out the form above or schedule a phone meeting with us today.

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Tyson-Mavar

Tyson Mavar, RICP®

Investment Advisor

david meschel

David Meschel

Investment Advisor

Steve Boblis

Steve Boblis

Investment Advisor

Square Michael Lee

Michael Lee

Investment Advisor

Wesley Boudreaux (2)

Wesley Boudreaux

Investment Advisor

Kevin Landis (1)

Kevin Landis

Investment Advisor

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North-West Regional Office
Concord, CA
Phone: 1-800-900-5867

South-West Regional Office
Austin, TX
Phone: 1-281-241-9886

Mid-West Regional Office
St Louis, MO
Phone: 1-314-858-9090

Mid-Atlantic Regional Office
Clarksville, PA
Phone: 1-215-778-9129

Disclaimer: 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. We are not affiliated with or endorsed by your company or organization. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. Office of Supervisory Jurisdiction: 5414 Oberlin Dr #220, San Diego CA 92121 800.900.5867

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