About UsThe team behind My Retirement Lifeguard is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
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Why is Gregg "The Retirement Lifeguard"?Hear Gregg speak about his experience and passion behind helping people just like you plan for an incredible retirement by reducing risk and maximizing their hard earned money.
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As your “Retirement Lifeguard on duty,” Gregg helps rescue retirees and soon-to-be retirees from their financial concerns. Gregg works with you to create a strategy that protects your income for life, so you’re never swimming alone. Gregg has been in the financial services business since 1996, and for well more than two decades, he has helped match individuals and families with specifically-structured annuities, life insurance solutions and other creative recommendations to fit their needs, ultimately helping people create income streams they cannot outlive.
As the “Retirement Lifeguard” of Southern California, Gregg works with a trusted network of other financial professionals and strategic partners to offer a broad portfolio of products and services, including wealth building, wealth management, legacy & estate planning services. Through these networks, Gregg constantly stays informed of issues that affect his clients, many of whom become friends. He’s also a popular keynote and seminar speaker with thousands of presentations under his belt. He inspires and educates audiences with his business principles, ideas and strategies that have been hammered out on the anvil of experience. He earned his Bachelor of Science in business management and information systems, and he’s an ordained pastor with an emphasis in music ministry. Gregg has a lifelong love of the ocean, surfing and the outdoors. He and his wife of 30 years are avid e-bike explorers and have two sons who share their dad’s love of the ocean. Gregg is an accomplished singer, musician and vocal coach, with multiple albums to his credit. He’s devoted to his personal health, fitness, his faith and protecting his client’s assets and legacies. |
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Kristi Lancer | Financial Administrative AssistantKristi has been at Gregg’s side for almost 30 years and has supported him throughout his financial services career. Behind every great man is an even greater woman, and Kristi has fulfilled that role and helped Gregg achieve his vision to upgrade people’s lives and help them have abundance before and during their retirement years.
Kristi has a Bachelor of Arts in psychology and has a passion to help people discover their identity and fulfill their destiny. She has worked as a Counsellor of International Student Services for almost a decade and has been on mission trips to Cuba and Colombia. Together, Gregg and Kristi are able to help people not only financially, but also holistically, and provide counsel and comfort toward health issues and family legacy planning. |
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Heather Schreiber | Tax & Social Security |
Testimonials
After attending the Social Security workshop, I was amazed at how much I didn’t know about the many Social Security options. These guys know their stuff, and they SAVED us from making the wrong SS benefit elections. Also, the SS Timing Report is fantastic. We are WAY ahead of the game now and well on our way into a safe and secure “distribution phase” of our lives. Thank you, Retirement Lifeguard!”
— D. PHELPS, ANAHEIM, CALIFORNIA
I've been to many educational workshops, but never have I learned so much and laughed at the same time! Super-informative and helpful. I look forward to visiting with you. Thanks again.”
— M. MANDEVILLE
I really enjoyed working with Gregg on my retirement plan. He examined all of my paperwork and helped me consolidate most everything into one easier-to-manage (and more lucrative) package. I had kind of a mess to deal with, yet Gregg was always kind and nonjudgmental. … Furthermore, I was completely comfortable about the safety of my personal information with Gregg. He is obviously well qualified and always a gentleman. Thanks again, Gregg!”
— NANCY, SAN DIEGO, CALIFORNIA
Gregg, upon meeting you I felt you were a straight shooter. You were willing to answer questions about your business and how you are compensated. The accommodations you made to come out to my house to discuss the options I had were very helpful considering my busy schedule. Your willingness to go over all the parts of the investment plan were very much appreciated, especially your follow-up.”
— RICK, ANAHEIM HILLS, CALIFORNIA
Hi, Gregg. Just a short note to thank you for the information you provided for me regarding my Social Security. It certainly helped me to make the right decision regarding my benefits. Additionally, the financial analysis you did for me has been an excellent tool for me moving forward. Thank you so very much!”
— GLADYS, BUENA PARK, CALIFORNIA
I’m putting away WAY more than I normally would with my 401(k), and I won’t be taxed when I take it back out. Outrageous! I thought it was too good to be true until I saw it on paper for myself. Thank you!”
— JAN, SAN CLEMENTE, CALIFORNIA
Gregg, we found you to be knowledgeable and well-informed. We have confidence that you have options and products available to help plan for retirement.”
— RON AND CHRIS, WHITTIER, CALIFORNIA
— D. PHELPS, ANAHEIM, CALIFORNIA
I've been to many educational workshops, but never have I learned so much and laughed at the same time! Super-informative and helpful. I look forward to visiting with you. Thanks again.”
— M. MANDEVILLE
I really enjoyed working with Gregg on my retirement plan. He examined all of my paperwork and helped me consolidate most everything into one easier-to-manage (and more lucrative) package. I had kind of a mess to deal with, yet Gregg was always kind and nonjudgmental. … Furthermore, I was completely comfortable about the safety of my personal information with Gregg. He is obviously well qualified and always a gentleman. Thanks again, Gregg!”
— NANCY, SAN DIEGO, CALIFORNIA
Gregg, upon meeting you I felt you were a straight shooter. You were willing to answer questions about your business and how you are compensated. The accommodations you made to come out to my house to discuss the options I had were very helpful considering my busy schedule. Your willingness to go over all the parts of the investment plan were very much appreciated, especially your follow-up.”
— RICK, ANAHEIM HILLS, CALIFORNIA
Hi, Gregg. Just a short note to thank you for the information you provided for me regarding my Social Security. It certainly helped me to make the right decision regarding my benefits. Additionally, the financial analysis you did for me has been an excellent tool for me moving forward. Thank you so very much!”
— GLADYS, BUENA PARK, CALIFORNIA
I’m putting away WAY more than I normally would with my 401(k), and I won’t be taxed when I take it back out. Outrageous! I thought it was too good to be true until I saw it on paper for myself. Thank you!”
— JAN, SAN CLEMENTE, CALIFORNIA
Gregg, we found you to be knowledgeable and well-informed. We have confidence that you have options and products available to help plan for retirement.”
— RON AND CHRIS, WHITTIER, CALIFORNIA
Celebrity Interview!
Gregg Lancer & Jillian Michaels
Gregg Lancer & Jillian Michaels
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Retirement Plan RescueWith our Retirement Plan Rescue planning process, we’ll look at your current financial strategies, what you’ve been told in the past and what fits your retirement outlook today.
We’re a group of licensed financial professionals with decades of experience and a passion to rescue people from rough and uncertain waters and bring them and their finances into confidence, freedom, independence — and abundance! |
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Have you reviewed your pension?
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Facts:
- Free money increases your future tax bill. - By contributing to a 401(k) OR 403(b) now, you’re not avoiding taxes -- you’re delaying them! - And by delaying them, you’re compounding them! Think you’ll be in a lower tax bracket at retirement age? Questions: Are taxes going up or down? Hmmm. Is there an alternative to the 403(b) or 401(k)? We can help! |
We Love To Meet New People!
Contact Us
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MAIN OFFICE
31103 Rancho Viejo Rd Suite D121 San Juan Capistrano, CA USA 92675 |
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EMAIL
[email protected] |
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CALL US
office: (949) 652-6510 direct: (949) 370-4477 |
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