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Financial Advisor

5 steps to starting  your why-powered  retirement journey

At The Mather Group (TMG), we believe your retirement plan should be driven by your life and dreams—not just numbers in a spreadsheet. So we help you and your family define what matters most, and build a holistic financial strategy that reflects it.
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As a fiduciary, our fee-only model means more of your money is directed toward investments, with no commissions and no hidden fees. You’ll get personalized guidance from our team of experts to help you navigate the financial and lifestyle shifts of retirement and achieve sustained growth for your long-term success—all designed to get you where you want to go.

Discovery

Framework

Portfolio

Income stream

Monitor

TMG Retirement Roadmap™

Through our proprietary methodology, the TMG Retirement Roadmap™, we build a retirement plan tailored to your goals and purpose—one that’s flexible enough to adapt to life’s changes.

Discover

Discover your unique vision.

We start by defining your unique vision for retirement. Together, we outline your values and lifestyle goals, and determine the financial resources needed to achieve them. This includes taking stock of your balance sheet, cash flows, tax documents, estate plans, and insurance.

Framework

Protect your retirement.

To protect your retirement journey, we identify and attempt to mitigate potential risks. Our analysis integrates leading academic theory with trusted institutional approaches, and we collaborate with you throughout to ensure you're confident about the road ahead.

Portfolio

Assess your risk tolerance.

Then we’ll build an investment portfolio based on your risk tolerance and retirement needs. We have five risk-base models and will walk you through each while explaining historical performance, fee structures, volatility, and how each approach could align with your goals.

Income stream

Create steady income for life.

Your customized portfolio generates income to supplement pensions, Social Security, and other sources. We simplify the distribution and tax withholding process, providing clarity and peace of mind as you enjoy retirement.

Monitor

Stay on track as life evolves.

Retirement planning doesn’t end at implementation. We regularly monitor your plan against economic changes, lifestyle adjustments, and family needs to ensure it remains dynamic and effective. Annual reviews keep us aligned and on course.

Let’s build your

retirement roadmap.

Your retirement should be a time of fulfillment, not uncertainty. With our Why-powered process and trusted fiduciary approach, we’ll help you navigate every turn with confidence.

Let’s build your financial future today.

Experience purpose-driven financial management designed around you and your family. Get a free investment audit today to discover the TMG difference.

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any fees paid by TMG, and potential conflicts of interest.

Legal and important disclosures Client relationship summary

Legal and important
disclosures

Client relationship summary

*TMG’s Estate Planning services are provided through unaffiliated licensed estate planning services and attorneys partnered with TMG. TMG does not provide legal advice.

*TMG does not have practicing estate planning attorneys or provide legal advice.

Start with a free financial consultation.