Tom G., Littleton, CO - Client
"I have to say, FRG saved our entire future, 20 years ago!! They had a deliberate, attainable goal for our family…. they were so successful, we retired 2 years ago and have never looked back…thanks to Bob, Ben, and Mike for letting us, have peace of mind…which as you know “I needed!!” *
Sam D., Thornton, CO – Client & Brother of Ben DiSalle
"I would like to say thank you to the Financial Retirement team. Your team was a major contributor in allowing me to retire 7 years earlier than expected and enjoy priceless time with my wife and grandchildren. The investments I was introduced to were suitable. They currently allow us to enjoy all things we love to do without the worry of running out of money. I know our money and investments are in good and secure hands with your team.
Thank you" *
Jessica B., Wheat Ridge, CO – Client & Niece of Ben DiSalle
"I've been working with the team at The Financial Retirement Group for years. One of the things I like so much about working with them is that they always take the time to help me fully understand my choices. And once I make a decision to go a certain way, they handle all the details to make it easy for me to finalize things quickly. The FRG team makes my life easier and takes the anxiety out of financial planning. I'm very lucky to have them as a resource." *
Gary B., Aurora, CO - Client
"We have worked with The Financial Retirement Group for 17 years. They have helped us in many ways regarding life insurance, long term health needs and many other areas. My wife and I feel that these gentlemen sincerely care about helping us in any way they can. I highly recommend their company." *
Ernst R., Paonia, CO - Client
"Investing with the Financial Retirement Group early in life consistently provides us with a constant income stream that exceeds our retirement goal. Such a blessing to have a lifetime guaranteed income enabling us to enjoy family and the finer things in life without having to tap our savings or relying on Social Security." *
Laura B., Denver, CO - Client
"When I wanted to retire after 45 years of “the grind”, I quickly became overwhelmed by the complications of products and processes that the financial sector offered to me. Blessed by a referral to FRG, their expertise, personal analyses, and outstanding client care, I gratefully met my income goals and after almost 12 years together, I continue to feel confident in my income stream and valued as a customer and friend." *
As you plan for retirement, you want to give yourself every possible advantage – Here at The Financial Retirement Group we realize it’s natural to be concerned about saving enough for retirement – but it’s important to have an income strategy, too.
401K ROLLOVER Leaving your former employer? It could make sense to roll over your 401(k) plan into an IRA.
INCOME STRATEGY PLAN Whether you’re taking your first step or assessing your current situation, we’ll guide you to a secure retirement.
The Financial Retirement Group understands the importance of preparing for retirement and we work as a team to share our extensive experience with clients. We have the skills to work with many different clients, but enjoy working with families that have worked hard (or are still working hard) throughout their careers and are looking forward to financial security in their retirement years. We educate, inform, and empower our clients by developing accurate and timely financial information, along with providing high-quality products and services to assist in creating a lifetime stream of income.
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.
*This may not be representative of the experience of other clients. This testimonial and/or endorsement was given by client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.