Who are our clients?

We work with working people; people who have spent decades in the working world and are approaching or entering retirement. 

Many of our clients worked at Sempra Energy, San Diego Gas & Electric, and Pac Bell and others in the greater San Diego region and across the country. 

Think about your answers to these questions:

• Are you ready to enter the next life phase?
• Do you know where your monthly retirement income will come from?
• Are you confident that you won’t run out of money during retirement?

Are any of these thoughts keeping you awake at night or stealing some of the joy from your anticipated retirement? It doesn’t have to be that way. You can talk to someone. Talk to a guy who knows the ropes and who can lead you through the maze of decisions to map out an independent retirement. Talk to Lance.