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 The Utility Group is comprised of a team of Retirement Advisors that focus on assisting utility employees of such companies as Sempra, Pacific Gas & Electric, San Diego Gas & Electric, Southern California Gas, Southern California Edison , and others with the objective of increasing retirement benefits.

About The Retirement Group: With over 30 years of experience, The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies. Our advisors retain the knowledge of our target company's employee retirement plans & options. As such, our company focused advisors are experienced in helping clients navigate their retirement options to help reach their goals. 

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Thank you for your interest!

Please click below to get access to your guide.

 

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Answer Questions Such As:

  • What Pension do I Receive?
  • How to Analyze an Offer (VSP, EOI, etc.)
  • How will Lower Interest Rates affect my Lump-Sum?

 

Check Out Our Online Classes for Employees in the Utility Sector

Our Online Classes Will Discuss a Wide Variety Of Retirement Topics Including Pension Planning, Emotions of Investing and Taking the Lump-Sum vs. Annuity.

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Please contact us at 1 (800) 200-9838 if you have any questions or concerns


Fill Out The Form Below to Receive Your Guide/Webinar

Steps Overview

Get on the path to a Happy Retirement.

1. Educate yourself with the Retirement Guide and/or Complimentary Webinars

2. Analyze a Cash Flow Projection

3. Connect with an Advisor     

Tyson-Mavar

Tyson Mavar, RICP®

Investment Advisor

Steve Boblis

Steve Boblis

Investment Advisor

Michael Lee

Michael Lee

Investment Advisor

Boudreaux, Wesley small-1

Wesley Boudreaux

Investment Advisor

Kevin Landis (1)

Kevin Landis, CFP

Investment Advisor

Michael Corgiat

Michael Corgiat, ChFC

Investment Advisor

Paul Bergeron (1)

Paul Bergeron

Investment Advisor

Patrick Ray

Patrick Ray, RICP®

Investment Advisor

Brent Wolf

Brent Wolf

Investment Advisor

david meschel

David Meschel, CPA, CFP

Investment Advisor

Call us at 800-200-9838