O =Observe & Optimize
N =Navigate the Numbers

D =Discuss & Decide
U =Understand & Utilize
T =Tax & Transfer
Y =Yield & say YES!

As your retirement lifeguard, Gregg Lancer incorporates wisdom, integrity and safe financial strategies to help you achieve an abundant retirement. Our mission is to provide easy-to-understand solutions that address your concerns and result in the retirement lifestyle you desire.

Get Started in 3 Easy Steps:

1. Discover

Schedule a meeting to sit down with us to develop and discover what your ideal retirement looks like.

2. Evaluate

Using the Retirement Plan Rescue, we’ll examine your current financial situation and determine your retirement needs.

3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.


Instant Download Your Retirement Income Planning Checklist

Learn the 10 things you should consider when developing your retirement income strategy. With this instant download, you’ll discover: 

  • How to plan for a long life
  • Why you may need a housing plan (or two)
  • What taxes really look like in retirement

Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more.

No upcoming events.


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

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

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

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

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

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.”

— Nancy and Stan, Garden Grove, 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

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend an event.

Or give us a call at 949.652.6510.