Ksa Family Investments

My Retirement Lifeguard is a team of qualified financial professionals dedicated to helping individuals and families achieve their ideal retirements. Led by CEO Gregg Lancer, a seasoned expert in the financial services industry, they specialize in creating strategies that protect income for life and provide creative recommendations to fit their clients' needs. With a trusted network of professionals and strategic partners, they offer a broad portfolio of products and services, including wealth building, wealth management, and legacy estate planning services. Supported by financial administrative assistant Kristi Lancer, who has been by Gregg's side for almost 30 years, they provide holistic support to their clients, helping them not only financially but also in areas such as health issues and family legacy planning. With their expertise and commitment to their clients' well-being, My Retirement Lifeguard ensures that retirees and soon-to-be retirees are never swimming alone in their financial journey.Generated from the website

Brose Investment Group LLC is a financial services firm based in San Juan Capistrano, CA, specializing in investment management and strategic financial planning for individuals and businesses. With a focus on personalized solutions and long-term wealth preservation, the company offers a range of services to help clients achieve their financial goals and secure their financial future. Generated from their business information

Semmens & Cobb Consulting is a professional consulting firm based in San Juan Capistrano, CA, specializing in providing strategic guidance and solutions for businesses across various industries. The company offers a range of services including market research, financial analysis, and project management to help clients navigate complex challenges and achieve their goals. Generated from their business information