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Trusted Financial Advisors for Retirement Planning

At Lanterman Annuity Specialists, we help individuals and families take control of their financial future with confidence. Based in California and serving clients nationwide, our firm specializes in retirement planning, investment advising, and holistic financial strategies to provide long-term security and peace of mind.

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Personalized Financial Guidance Tailored to You

At Lanterman Annuity Specialists, we specialize in guiding individuals and families toward financial confidence and security. Our personalized financial advice empowers you to take control of your future with clarity and purpose. Whether you’re preparing for retirement or managing your assets, our team provides tailored strategies aligned with your goals. 

Retirement Planning, Investment Management
& Real Estate Integration

Our comprehensive approach sets us apart. As licensed professionals in insurance,

investments, and real estate, we offer integrated financial strategies:

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Annuities

Ensure safety and steady growth.

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Income Planning

Create reliable personal pension plans.

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Investment Management

Tailored to long-term security.

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Real Estate Services

Buy, sell, or invest with confidence.

Experience, Integrity, and Ongoing Support 

With over 30 years of combined industry expertise, Lanterman Annuity Specialists stands on integrity, transparency, and long-term client relationships. Our fiduciary standard ensures we always act in your best interest.

Whether in California or across the U.S., we’re here to help you build, protect, and enjoy your wealth.