Lanterman Annuity Specialists

Lanterman Annuity Specialists

Secure your retirement with expert‑guided annuity strategies. Let us help you build lasting financial confidence.

Income
Planning

Income planning helps you create a dependable stream of retirement income you can count on. With the right annuity strategy, you can protect your savings and move into the future with greater confidence.

Insurance
Solutions

Our insurance solutions are designed to protect your retirement income and provide long‑term stability. With personalized guidance and reliable annuity options, we help you move forward with confidence.

Retirement
Strategy

A strong retirement strategy helps you protect income, reduce uncertainty, and plan with confidence. With tailored annuity solutions, you can build long‑term stability and move toward a secure financial future.

Social
Security

Understanding Social Security is key to building a strong retirement plan. We help you coordinate your benefits with reliable annuity options so you can create steady income and move confidently into the future.

confidence in your
financial journey

confidence in your financial journey

Lanterman Annuity Specialists are committed to helping clients secure lasting financial stability through smart, reliable annuity solutions. We focus on personalized guidance that aligns with each individual’s retirement goals, ensuring every choice is made with clarity, integrity, and long‑term confidence.

annuities plans for
safety and growth

annuities plans for safety and growth

Our mission is to help individuals and families build financial confidence through personalized guidance, transparent planning, and ongoing support. With over a decade of experience, we provide clear, tailored strategies that align with each client’s long‑term goals.

We offer comprehensive financial guidance backed by deep market knowledge and a commitment to integrity. Our multi‑licensed expertise allows us to deliver integrated solutions across investments, insurance, and real estate.

We specialize in annuities for safety and growth, along with income planning designed to create reliable, personal pension plans for retirement.

COMRA

GET YOUR COMPLIMENTARY RISK SCORE

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences.  This short, interactive analysis is one of the first steps on the road to retirement.

Tune In

listen to our podcast

The Flight Plan Financial Podcast helps you navigate retirement with clarity and confidence. Each episode breaks down key strategies, market insights, and practical steps to keep your financial future on course.

events

join us for an event

Flight Plan Financial hosts engaging events designed to educate, empower, and guide you toward a confident retirement. Join us for workshops and conversations that help keep your financial future on course.

Let’s start building
the foundation for
lifelong income

Let’s start building the foundation for lifelong income