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!”

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!”

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.”

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!”

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.”

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!”

Gregg provided us with some excellent insight on our current investments and suggestions on preserving our wealth. He was very easy to work with and provided a comprehensive retirement plan. Gregg is knowledgeable, friendly and easy to work with.”

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.”