The Retirement Group
My experience is that The Retirement Group knows my Glaxo plan better than anyone. Since I came from Lilly first they also know that plan. They market themselves as an elite, nation-wide group of financial advisors who work together as a team to offer specialized services to employees that are transitioning from major corporations such as Lilly, Glaxo, Bank of America, Chevron, PG&E, Sempra, Texas Instruments, AT&T, and many others. The Retirement Group focuses solely on retirement planning and the plan of retirement portfolios for the retiring employee. Every advisor at The Retirement Group was selectively chosen based on their expertise in each company’s pension and/or 401k plan, financial planning experience, and portfolio construction knowledge. The Retirement Group is not affiliated with your employer. We are an independent financial advisory group that specializes in transition planning and lump sum distribution.