Our Process Is Complimentary

Retirement planning does not need to be difficult or confusing. With our comprehensive yet accessible approach, we will attempt to ensure that you leave feeling comfortable and with a plan. Here is our process:


Gather data and create financial profile

Analyze financial resources and develop goals

Strategize, develop and present recommendations


Support in implementation and next steps

What A Client Needs To Bring To Appointment


Recent Statements for Employer Retirement Plans


Recent Statements for Investment Accounts


Recent Payroll Statement


Balances and payment amounts for mortgages and other ongoing debts


Latest Tax Returns - Federal and State


Most recent Social Security statement, or projected Social Security payments

We highly encourage you to fill out the Asset Map survey prior to your initial appointment. Your completed Asset Map will give us a more informed view of your financial picture and possibly highlight areas that need attention.

Contact Us Today

for a Complimentary Consultation

Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

O’Brien Retirement Investment Group and IFG are unaffiliated entities. Copyright 2022. All Rights Reserved.

OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130

The IFG registered representatives associated with this website may only discuss securities or transact business with persons who are residents of AZ, CA, CT, DC, FL, ME, MD, NC, ND, NJ, NY, PA, RI, SC, VA, VT .

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

Electronic communications are not necessarily confidential and may not be delivered or received reliable. Therefore, do not send orders to buy or sell securities or other instructions relating to your accounts via e-mail. The material contained herein is confidential and intended for the address recipient. If you are not the intended recipient for this message, any review, dissemination, distribution, or duplication of this email is strictly prohibited. Please contact the sender immediately if you have received this message in error.

The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. No investment strategy can guarantee a profit or protect against loss.

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