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Wednesday, May 27, 2026. 5:30pm PST

Roadmap to Retirement: Plan Your Next Chapter

The Asset Accumulation Phase

• Positioning Your Assets for Retirement

• Social Security Claiming, Pensions, and Income Planning

• Addressing Risks and Taxes

• Earmarking Funds for Emergencies and Large Expenses

• Covering Healthcare & Long-Term Care Costs

• Estate Planning and Legacy Protection

• Transitioning Into and Living in Retirement

LGC Headquarters

13446 Poway Rd Suite 160, Poway California 92064

Contact

[email protected]

(760) 604-6610

Free Consultation

More questions? No problem! Book a private consultation with Lisa by clicking below:

Investment Advisory Services are offered through Infinity Financial Services Advisory, an SEC Registered Investment Advisor. Securities Products offered through Infinity Financial Services, Member FINRA, SIPC.

©2026. LGC FINANCIAL. All Rights Reserved.

This is not an offer, or solicitation of any offer to buy or sell any security, investment, or other product, nor do we accept, buy, sell or cancel orders by email, or any instructions by email that would require your signature. Investment Advisory Services are offered through Infinity Financial Services Advisory, an SEC Registered Investment Advisor. Securities Products offered through Infinity Financial Services, Member FINRA/SIPC.

© Copyright LGC Financial 2026. All rights reserved

Testimonials

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Jane Doe

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