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Lance has answers to your retirement questions – now

Your trusted source for complete retirement management no matter where you work.

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You’ve worked hard for years

You’ve worked hard for years

You are retiring for the first time. You have numerous questions Talk to Lance.

With professional knowledge and insights gained through 27 years’ experience in the financial services industry, Lance Pelky can help you take control of your financial future in retirement.

Your best interest is our top priority. We cut through the retirement planning confusion to explain concepts clearly and simply so you can be prepared to act and make sound decisions for you and your family.

 


Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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High quality service - An Approach focused on Retirement and Beyond

Your financial life has three phases: Phase one - accumulating assets, Phase two - taking retirement income, lastly Phase three - planning for family after you are gone. Lance focuses on what’s most important to you now - phases two and three – retirement income and your family.

Our Process

We follow a straightforward 5-step plan to ensure that an appropriate plan is in place and that the structure is in place to fulfill your goals.


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Our History

More than 27 years’ experience serving the retirement needs of a wide range of clients, including hundreds of Sempra Energy, San Diego Gas & Electric, and Pac Bell employees.

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Our Principles

In your best interest, integrity, leadership, and service characterize all that we do. We earn trust through honesty, clear and understandable explanations, and our unstoppable determination to help people fulfill their financial goals. How can we make retirement attainable for you?

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Retirement has three distinct phases:


  • Working and accumulating assets.



  • Taking retirement income in a way that ensures it won’t run out during your lifetime.



  • Passing on your values and your assets after you’re gone.



Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Talk to Lance

Maybe you think you have a solid retirement plan in place, or maybe you have big questions about the security of your retirement account and income. There is no cost for a consultation. Many people also talk to Lance for a second opinion on their current retirement investments.

Flexible communication options to suit your preferences. On the phone, the ease of a simple  Zoom session, or face to face office meeting - get the answers that you need.

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