Retirement Group

Retirement Group is a wealth management firm in Oro Valley, AZ. This privately-owned, fee-only, independent firm serves high-net-worth, goal-oriented retirees and pre-retirees through specialized services including comprehensive financial planning, investment management, retirement planning, and estate planning. The firm maintains a 5.00 rating.

The wealth management team is led by CERTIFIED FINANCIAL PLANNER™ professionals who act in a fiduciary role for their clients. As a fee-only investment advisory firm, they are paid only by their clients rather than by commissions or Wall Street. Their approach involves constructing investment portfolios using analytical processes to understand client priorities, risk tolerance, and objectives. Their strategies incorporate various assets, including growth stock funds, bond investments, international stocks, and alternative investments. Since 2003, the firm has focused on helping clients transition through all stages of retirement by evaluating pensions, 401(k) plans, savings, and other assets to structure reliable future income streams.

The office is located on North Oracle Road, about one mile from Oro Valley Hospital and a short drive from the campgrounds at Catalina State Park.

The firm is recognized for providing a relationship-based wealth management experience and is known for its dedication to bringing clarity and fulfillment to the financial lives of its clients. Their commitment to integrity and service is reflected in their specialized focus on helping individuals achieve total financial independence.

Retirement Group provides dedicated wealth management and retirement planning for the Oro Valley community.