About Your Financial Advisors
With a commitment to integrity, education, and long-term client relationships, Lanterman Annuity Specialists was founded to empower individuals and families on their journey to financial freedom. Discover the mission and people behind the personalized service.
Our Mission
Our mission is to guide individuals and families toward financial confidence by providing personalized financial advice, transparent planning, and ongoing support. We are dedicated to helping clients achieve their long-term goals and enjoy peace of mind throughout their retirement journey.
With over a decade of experience in the financial services industry, we are committed to helping individuals and families reach their financial objectives. As trusted financial advisors and retirement planners, we deliver personalized strategies and clear guidance tailored to each client’s unique needs.
Our approach combines in-depth market knowledge, a passion for client education, and an unwavering dedication to integrity and transparency. As licensed Insurance Brokers and Investment Advisor Representatives, we are able to provide truly comprehensive financial guidance. This multi-licensed expertise empowers clients with integrated solutions across investments, insurance, and real estate.
In particular, we specialize in annuities for safety and growth, as well as income planning to create personal pension plans for retirement.
We are partnered with Gradient Financial Group, to assist you as annuities specialists, and to advice you on your retirement needs. As Investment Advisor Representatives, we are affiliated with Brookstone Capital, a Registered Investment Advisor, and work with Charles Schwab Brokerage. Being held to a fiduciary standard means we are required to act in the best interests of our clients at all times.
We believe financial success is built on trust, long-term relationships, and a commitment to ongoing support. Whether you are planning for retirement, investing for the future, or navigating the real estate market, we are here to guide you every step of the way.
We provide comprehensive financial advisory, retirement planning, and real estate brokerage services designed to help clients build, protect, and maximize their wealth. Our expert team delivers personalized financial strategies, retirement income planning, investment management, and risk assessment to ensure long-term financial security.
As licensed real estate brokers, we also assist clients in buying, selling, and investing in properties, seamlessly integrating real estate decisions into their broader financial plans. Our holistic approach ensures every client receives tailored guidance and dedicated support across all aspects of their financial and real estate goals.
Our Partnership
Now in partnership with Gradient Financial Group, the fastest growing independent advisory firm in the U.S., we have the ability to offer our clients the most cutting-edge retirement planning solutions available anywhere in the nation.
Gradient Financial Group Headquarters
4105 Lexington Ave N Ste 380
Arden Hills, Minnesota 55126
Meet Our Team
We are a nationwide company with our main offices located in California and South Carolina.
Scott Lanterman
South Carolina Insurance License, 25 years of knowledge and experience.
– South Carolina Insurance License #3525269
– South Carolina Real Estate Broker License #135975
– Securities License FINRA CRD #4115211
Mary Elaine Lanterman
California Insurance License, 30 years of knowledge and experience.
– California Insurance License #0C31397
– California Real Estate Broker License #01220647
– Securities Industry License FINRA CRD #2976407
Tess Griego
Office Administrator, 10 years of knowledge and experience
Together, we deliver client-focused service with a nationwide reach and a local heart.
Let’s build a financial future that supports your lifestyle.
Address
California (serving clients nationwide)
Contact
Phone: (760) 880 1890
Email: Elaine@LantermanAnnuitySpecialists.com
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