Talk to Lance! Lance has answers!
Talk to Lance about your retirement!
Questions on how to retire in the face of this gut wrenching stock market?
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Are you over age 59/12 and been working for the same company for over 10 years?
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Received an early retirement offer?
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Frightened as how to put together a retirement plan in the face of so much uncertainty after years of working?
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Already retired but need a second opinion on your retirement portfolio?
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Need a plan for monthly income in retirement?
Lance has answers. Talk to Lance.
Call Lance now! 619-282-2288 Ext. 105. Call Lance anytime day or night.
Lance has answers! No account size too small.
Newsletters
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Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
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Bonds Can Offer Stability Even with Rising Rates
Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.
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Calculating Key Financial Ratios
The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.
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Life Insurance with Long-Term Care Benefits
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.