THE RETIREMENT OPTIMIZATION GROUP, LLC

Overview

The Retirement Optimization Group, LLC is a privately owned limited liability company that provides retirement-focused advisory services built around financial planning, manager selection and client education. The firm emphasizes fee arrangements that include fixed fees and other customized billing structures, and it functions as a capital allocator—sourcing and directing client capital to outside managers when appropriate. Service offerings center on comprehensive financial planning, selecting third‑party advisers for clients, and running educational seminars or workshops. The firm is not positioned as an ESG-focused manager, does not operate as a multi-state adviser, and does not represent itself as a pension consultant. An industry affiliation with an insurance company is noted, which may inform product access or distribution relationships.

Investments & Alternatives