Retirement Wealth Group

Retirement Wealth Group, Inc. is a financial planning firm that has helped corporate employees work through their retirement options since 1988. Its planners map out how much income a client will need and when, then combine sources such as Social Security, pensions, employer savings plans and personal savings, and review the plan regularly as goals, health and income change. The firm also runs a program for Edison employees.

Estate planning, insurance and tax reduction strategies are part of the work too, and the firm works alongside estate attorneys and CPAs. Clients can book a complimentary consultation online or by phone, and staff handle questions, appointments and account transactions. The office is in Redlands.