Top 100 RIA firms

Barron's

Top RIAs in America

Financial Advisor

RIA Leaders

Financial Planning

PepsiCo offers powerful benefits.
We help them work harder for you.
DCP elections. Pension timing. Stock concentration. Tax exposure. Each decision feels manageable in isolation—until you realize how quickly the wrong sequence can quietly reshape your retirement. TMG works with PepsiCo professionals with $1M+ to connect every benefit you've earned into one clear, coordinated plan with fiduciary guidance at every step.
Pension decisions influence lifetime income
401(k) rollover timing introduces tax complexity
Equity compensation adds planning pressure
Multiple benefits operate independently
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This is where we see most plans fail.

Retirement at PepsiCo rarely arrives as one clean decision. It arrives as a series of high-stakes choices, often in quick succession—and the order in which you make them matters as much as the decisions themselves.

We hear the same questions from PepsiCo professionals: Am I sequencing this correctly? What happens if I choose the wrong DCP payout option? Should I wait on my pension? How exposed am I to PepsiCo stock?

These aren't small questions. And most of them don't have a second chance. That's where we come in.

$17B+
AUM/AUA
15+
Years in business
100+
Expert advisors
14+
Locations nationwide
Click here for more information about award methodology, any fees paid by TMG, and potential conflicts of interest.
Retire confidently.Schedule a consultation today.
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