Transamerica Financial Advsrs

My Retirement Lifeguard is a team of qualified financial professionals based in Anaheim, CA, dedicated to helping individuals and families achieve their ideal retirements. Led by CEO Gregg Lancer, a seasoned financial services expert with over two decades of experience, the team specializes in creating strategies that protect income for life and maximize hard-earned money. With a broad portfolio of products and services, including wealth building, wealth management, and legacy estate planning, My Retirement Lifeguard offers personalized solutions tailored to each client's needs. Supported by financial administrative assistant Kristi Lancer, who has been by Gregg's side for almost 30 years, the team provides holistic support, helping clients not only financially but also in areas such as health issues and family legacy planning. With a focus on education and empowerment, My Retirement Lifeguard offers workshops and seminars to educate individuals on topics such as Social Security options and safe and secure distribution phases of retirement. Clients have praised the team's expertise, professionalism, and commitment to their financial well-being.Generated from the website

Slaten Wealth Management is a unique wealth management firm in Anaheim, CA that specializes in integrating Estate Planning and Tax Planning with Investment Management, offering guidance that is always in the client's best interests. With a focus on asset protection and retirement income, they assist retirees in protecting their assets while continuing to grow, and help clients leave a tax-free and guaranteed legacy for their loved ones. Additionally, they address the rising costs of long-term care and create customized retirement income plans tailored to each client's unique needs. As experienced Fiduciary advisors, Slaten Wealth Management understands the challenges retirees face and provides clarity and understanding during life's most changing times. With expertise in transitional planning, they offer solutions to the ups and downs of the stock market and help clients navigate the complexities of tax laws and investment opportunities. Committed to providing peace of mind, Slaten Wealth Management is dedicated to helping clients achieve more money and less taxes, ensuring a secure financial future.Generated from the website