At Retirement Income Group we have a passion for helping others become financially successful.

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    Our Focus

    Every client of Retirement Income Group works with a team of advisors who specialize in different aspects of financial services and wealth management. This differentiates us from our competitors where clients are often forced to work with only one of the firm’s advisors. At Retirement Income Group we believe that a team approach will provide better long term results and customized strategies for our clients and their families.

    At Retirement Income Group, our investment approach is to provide you with a sophisticated, tax efficient portfolio that provides control over taxable events. Your portfolio will be professionally managed within strict parameters, freeing you to focus on other important priorities with confidence. The Retirement Income Group team works with businesses and families to manage investment portfolios, minimize taxes, generate retirement income from investments, prepare for unforeseen life events and the tax efficient transfer of assets to the people and causes you care about.

    Meet Our Team

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    John Baynham, CIM

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    Evan Legakis, MA

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    Sam Baynham

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    Steven (Chuqi) Wei, MA

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    Clients We Serve and Understand

    The financial plan you need. The expertise you deserve.

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    THE 360° PROCESS