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Team

At The Financial  Retirement  Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. 

 

R.G. "Bob" Malone

Vice President

(303) 996-9898

303-996-9897

BobMalone@TheFinancialRetirementGroup.com

SUMMARY OF FINANCIAL QUALIFICATIONS Thirty years of Personal Finance expertise, including wealth management, stock, bond, and securities transactions, plus tax, retirement and estate planning Extensive Financial Education and Training,...

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R. Michael Malone

Vice President

(303) 996-9898

(303) 996-9897

MichaelMalone@TheFinancialRetirementGroup.com

PROFESSIONAL BIOGRAPHY Professional History: The Financial Retirement Group, Denver, CO (1/2001 – Present) Assisting individual clients with attaining long term financial goals. Managing wealth for approximately 450 individual...

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Ben DiSalle

Vice President

(303) 996-9898

(303) 996-9897

BenDiSalle@TheFinancialRetirementGroup.com

Financial Qualifications Eighteen years of wealth management, and personal finance expertise at the individual and corporate level including trusts, 401k’s, SIMPLE plans, IRA’s, retirement planning and asset allocation....

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Andrea Bonifacino

Administrative Assistant

(303) 996-9898

(303) 996-9897

AndreaBonifacino@TheFinancialRetirementGroup.com

Professional Qualifications I have worked in the financial industry for the past 8 years with experience in various positions such as a member services representative, account specialist and administrative assistant. I am currently an...

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