Keith Lamb
Keith Lamb Retirement Income Specialist Book a Call About Me I’m not a suit-and-tie advisor — I’ll probably show up in Levi’s, driving my Jeep. Built on 30+ years of experience and a construction background, my approach mirrors off-roading a big rock: partner with people who know the terrain, add the right equipment, and trust […]
Keith Buchanan
Keith Buchanan Retirement Income Specialist Book a Call About Me Keith is the founder and LPL Registered Principal of Keith Buchanan & Associates, Wealth Planning Group, in Redlands, California. Born in Toronto, Canada, Keith was just 3 years old when his family moved to Loma Linda, where Keith grew up. He attended Loma Linda Academy […]
Joshuajuan Hinton
Joshuajuan Hinton Retirement Income Specialist Book a Call About Me Private Client Advisor specializing in retirement income planning, life protection strategies, indexed universal life (IUL) insurance, and annuity solutions. Experienced in helping individuals and families prepare for retirement by aligning income needs, risk tolerance, and long-term goals with appropriate financial and insurance strategies.Known for a […]
Jonathan Benjamin
Jonathan Benjamin Retirement Income Specialist Book a Call About Me I’m Jonathan Benjamin, an annuity professional and registered nurse committed to helping individuals and families approach retirement with greater confidence. I simplify complex financial concepts and help clients explore strategies designed to protect their savings, create reliable retirement income, and support their long-term goals. My […]
Jim Stryker
Jim Stryker Retirement Income Specialist Book a Call About Me Jim Stryker is the Founder and CEO of The Private Client Company, a specialized private family office serving successful families approaching and navigating retirement. His work focuses on helping clients preserve wealth, reduce unnecessary taxes and costs, create dependable lifetime income, and protect the financial […]
Jim Rippel
Jim Rippel Retirement Income Specialist Book a Call About Me Jim is the president of Rocket Wealth, a firm that specializes in tax and investment strategies to help business owners and high income professionals a better way for growing wealth and planning for retirement. The goal is to use innovated programs that allow clients to […]
Jesse Abshire
Jesse Abshire Retirement Income Specialist Book a Call About Me Jesse Abshire is the founder and CEO of Abshire Family Financial, a veteran owned firm specializing in Holistic planning. With over 15 years of experience in financial and estate planning with Bachelor in Finance, Master of Science and Medical Doctorate. Jesse a US Army veteran, […]
Jennifer Walters
Jennifer Walters Retirement Income Specialist Book a Call About Me I love helping people secure reliable retirement income by matching annuity solutions to their goals, protecting against market volatility and longevity risk. I simplify complex options and create clear, suitable income plans. I prioritize transparency about costs and trade-offs so clients can retire with predictable […]
Jaime Ramirez
Jaime Ramirez Retirement Income Specialist Book a Call About Me Jaime Ramirez is a graduate from USC with an extensive history in financial retirement services. Jaime is passionate about assisting families with setting up legacy tax-free wealth through annuity and IUL strategies with the top rated insurers in the nation. Jaime and his team will […]
Gregory Federman
Gregory Federman Retirement Income Specialist Book a Call About Me Gregory S. Federman is a professional specializing in retirement income planning and strategies designed to help individuals protect and preserve the assets they have worked hard to accumulate. Greg takes an educational, personalized approach to retirement planning. Rather than offering a one-size-fits-all solution, he works […]