I recommend Carlos and partner Steve and the TRG Team for anyone looking for an honest retirement advisor. They took the time to customize a plan for me...it was not a cookie cutter retirement plan. They call it a Retirekit and it truly helped me to understand when is the best time to retire from Kaiser Permanente and what Interest Rate affects my Pension. They are willing to listen to what I need (or maybe I should say help me figure out what I want to do when I leave Kaiser. I enjoy the Q &A webinar approach as it really gives me a chance to ask questions. I think some advisors ju st think you are stupid when asking questions, but not TRG. They encourage questions and do so in a way that I feel taken care of and important. I will definitely tell a few friends at Kaiser Permanente that they should call Steve!
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