Lanterman Financial Group is a financial services company that is designed to encompass all your financial needs.
Our services include preparing and implementing comprehensive and personal financial plans. We target wealth management, retirement planning and reverse mortgages.
- Wealth Management: Once retired you need to shift your investments to produce more income with fewer risks, in case of a sudden downturn in the financial markets. Many people live 20 to 30 years after they retire, so you will also want to continue to invest for growth.
- Retirement Planning: When saving for retirement you can safeguard your financial future with a strategy that bulids your assets at the same time it protects them against the assaults of taxes, inflation and market ups and downs. The sooner you put a stategy in place the stronger your position will be.
- Reverse Mortgages: This product is designed for people 62 plus that want to utilize the equity in their personal residence to suppliment their retirement income. The money recieved is tax free and does not have to be paid back while living in your home.
A critical part or our work is determining your risk tolerance and developing a strategy that is consistenly aligned with your investment needs. In order to achieve your desired results, we review your current financial information and perform an analysis that helps us prepare our recommendatons.
Call today for a no cost, no obligation "Get Aquainted" meeting and begin your financial planning process now!
Call 760-251-4473 or e-mail scott.lanterman@gsirep.com
Toll Free 888-516-3193