Enhancing lifestyles through investment, business, and retirement strategies
 
 
 
Business Strategies
 
 
Investment Portfolio
 
 
 
Retirement Planning
Service Area:
San Diego County

Hours of Operation:
Monday-Friday
9 a.m.-5 p.m.
E-Mail Us Anytime
 
Retirement Planning
Minimizing Risk, Increasing Income, Reducing Taxes, Enhancing Lifestyles
  Everybody knows that preparation for "life" after "work" is vitally important, but it is often neglected until the day before we pack up our office to leave! We all dream of a luxurious retirement, consisting of bathing on a white sand beach while sipping cool drinks all day. What is your Retirement Lifestyle dream? The real question is: how do you turn that dream into reality?

With the instability of today's market, the gamble is often too great to risk losing those retirement assets you have stashed away. With Lane McGhee's capital preservation and income strategies, we develop options, and you determine your own risk-reward scenarios. You can enjoy a balanced portfolio containing low-risk funds guaranteed to never lose principle, moderate-risk growth funds, or long-term managed funds that optimize asset value and future income. Or you can completely eliminate the risk, and just enjoy reward -- it's totally up to you. We present alternatives -- you make the decisions.

For our Government Employee clients, we specialize in developing retirement programs for Federal CSRS, FERS, and other government plans. Lane McGhee is a Chartered Federal Employee Benefits Consultant (ChFEBC) with expertise in all aspects of Government plans. We make it our business to stay abreast of changes in the various plans, and new developments in government legislation that impact you.

To support your retirement decision-making, we are happy to calculate your earliest retirement date as well as your optimal retirement date. We can also illustrate different scenarios for different retirement dates, and customize overall benefits strategies to achieve your goals and objectives. We work closely with you to optimize the future value of your personally tailored retirement plan.
Financial Plans may identify products or services offered, including Insurance, Annuities, Investments and Asset Management, which will be fully disclosed. Contact Lane McGhee today to start your plan.
Worry Free Retirement Planning
Optimize Your Asset Growth and Future Value
Benefit from Market Gains • Defend against Market Downturns
Ensure a Balanced Portfolio of Funds

Contact us today to begin your financial planning for a desireable retirement lifestyle.
Lane McGhee
CA Lic: 0F20354
Economist, ChFEBC
Registered Tax Professional
Registered Investment Advisor
Investments offerred through Lifestyles Investment Advisors, RIA
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