CFI Financial Group, established in 1998, is a global multi-asset brokerage firm providing trading and investment services. The "Transition to Retirement" offering is a specific service under its wealth management and managed portfolios division. This service aims to cater to the unique financial needs of retirees or those approaching retirement by actively managing a diversified portfolio of global securities. The strategy prioritizes stable income generation through dividends and aims for long-term capital preservation and growth to help clients maintain their lifestyle throughout their retirement years.

Founded in

United States