Wma Securities Norbert Garcia, 511 N Brookhurst St, Anaheim, CA 92801, US

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

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