Retirement Financial Group

09/01/2026

Two people can retire with the same amount of money, withdraw the same amount each year, and still have very different outcomes.

Why? The timing of market returns matters.

A significant downturn early in retirement can have a much greater impact because you're withdrawing money at the same time your portfolio is losing value. That's known as sequence of return risk.

You can't predict when the market will decline, but you can have a plan for how you'll respond when it does.

At Retirement Financial Group, we help clients build retirement strategies designed to navigate market volatility with clarity and confidence.

Call (409) 908-4160 to learn more about the Retire Smart approach.



Educational only. Not tax / legal advice.
Retirement Financial Group, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

08/26/2026

One surprise in retirement? Your expenses may not decrease as much as you expect.

Healthcare costs, prescriptions, home projects, travel, and spending more time with family can all add up - especially during the early years when you finally have more time to enjoy them.

That's why a retirement income plan should do more than cover the bills. It should include flexibility for both the lifestyle you want and the unexpected expenses that come along the way.

If you'd like a second opinion on your retirement income strategy, call Retirement Financial Group at (409) 908-4160.



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Educational only. Not tax / legal advice.
Retirement Financial Group, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

08/22/2026

Registration is officially open for our 2nd Annual Group Golf Tournament!

Join us Monday, October 5th, at The Beaumont Country Club for a great day of golf, fellowship, and giving back—all benefiting Combat Marine Outdoors and its mission to support our nation’s veterans!

Gather your team, reserve an individual player spot, or showcase your business through one of our sponsorship opportunities. Every registration helps make a meaningful difference for the veterans who have sacrificed so much for us.

View the available player packages and sponsorships at https://www.rfgtex.com/golf.

We look forward to seeing you on the course!

08/17/2026

08/10/2026

We’re proud to welcome Hunter Bergeron as the newest Financial Advisor at Retirement Financial Group!

Born and raised in Southeast Texas, Hunter now calls Bridge City home. After graduating from Lamar University in 2018 with his BSN, he spent seven years as a critical care nurse in the Cardiovascular ICU and Post-Anesthesia Care Unit. Those experiences taught him the importance of communication, advocacy, time management, and staying calm during some of life’s most stressful moments.

Hunter has been married to his wife, Destiny, for six years, and together they have two wonderful children, Roczen and Riley.

While transitioning from nursing to financial advising was a big decision, Hunter quickly realized the two careers have more in common than he expected. As a nurse, he advocated for his patients and worked to help them navigate difficult situations. Today, as a fiduciary, he brings that same commitment to serving his clients.

His years in critical care also gave Hunter a unique perspective on what matters most. He never had a patient tell him they wished they had made more money—but he heard countless people wish they had traveled more, spent more time with family, or done the things they had always dreamed of doing.

As a Financial Advisor, Hunter’s goal is to help people make the most of the wealth they’ve worked hard to build, so they can pursue those dreams with confidence, clarity, and purpose.

Or, as we like to say: Retire Smart.

Welcome to RFG, Hunter!



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Educational only. Not tax / legal advice.

Retirement Financial Group, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

07/31/2026

We had a great day at Fish-O-Rama last weekend!

We had an incredible time meeting so many families, anglers, and members of our Southeast Texas community. Thank you to everyone who stopped by the Retirement Financial Group booth, entered our giveaways, and took a shot at our "Guess the Worms in the Bucket" challenge!

A big congratulations to Kinnia, who had the closest guess and took home our grand prize RTIC cooler! 🎉

We were also excited to give away two additional RTIC coolers to our runners up —congratulations to all of our winners, and thank you to everyone who participated.

Events like Fish-O-Rama are a great reminder that investing in our community is just as important as investing in your future. We appreciate everyone who made the day such a success, and we can't wait to see you at the next event!

07/29/2026

Private equity has traditionally been associated with institutional and high-net-worth investors—but that landscape may be evolving.

As investment options continue to expand, more investors are asking what private equity is, how it works, and whether it could have a place in a long-term retirement strategy.

Like any investment, private equity comes with its own considerations, including liquidity, fund management, and risk. Understanding how it fits into your overall financial plan is key.

If you'd like to learn more about private equity and whether it may be appropriate for your retirement goals, call (409) 908-4160 to schedule a complimentary consultation.



Educational only. Not tax / legal advice.
Retirement Financial Group, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

07/22/2026

Last weekend, the Retirement Financial Group team had a great time supporting Girls' Haven, Inc. () at the annual Girls’ Haven Clay Shoot in Beaumont. It was a wonderful day of fellowship, friendly competition, and, most importantly, raising funds to support the incredible work Girls’ Haven does for young women in our community.

A special thank you to our team for representing RFG:

* Grady Gibbons
* Charlie Hennigan
* Phillip Deblanc
* Robert Parks

Thank you, gentlemen, for your time and participation.

We’re proud to support organizations that make a lasting difference right here in Southeast Texas!

07/05/2026

Today we celebrate the freedoms we enjoy and honor those who have served, sacrificed, and continue to protect them.

From all of us at Retirement Financial Group, we wish you and your family a safe, joyful, and happy Independence Day!

07/02/2026

One of the biggest risks in retirement isn’t market volatility.

It’s making sure your income lasts as long as you do.

As people live longer, retirement can span 20, 30, or even 40 years. That means inflation, market changes, and withdrawal strategies all play an important role in protecting your financial future.

That’s why at Retirement Financial Group, we build comprehensive retirement income plans that are designed to adapt as life changes—helping you navigate every season of retirement with confidence.

If you’d like a second opinion on your current retirement plan, call (409) 908-4160 to schedule a complimentary consultation.



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Educational only. Not tax / legal advice.
Retirement Financial Group, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.