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Comprehensive Financial Services

Lanterman Annuity Specialists offers a wide range of services that cover every aspect of your financial life, from retirement income strategies to investment management and real estate guidance. We deliver integrated solutions for long-term success.

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Retirement Planning & Income Strategies

We help you create a reliable, long-term income for retirement using safe-growth annuities and customized pension plans. Our strategies provide security, flexibility, and peace of mind

Investment Advisory Services

As an Investment Advisor Representative affiliated with Brookstone Capital and Charles Schwab, we uphold the fiduciary standard—your best interest is always our priority. We offer:

  • Long-term wealth planning
  • Personalized investment portfolios
  • Risk management
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Annuity Solutions

Through Lanterman Annuities Specialists, we provide full-service retirement planning, helping you.

  • Retirement Income Planning
  • Growth and Accumulation
  • Creating your own pension plans

Real Estate Brokerage

Through Lanterman Realty, we provide full-service real estate guidance, helping you:

  • Buy and sell homes
  • Navigate investment properties
  • Integrate real estate into your financial strategy
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Why Choose Lanterman Annuity Specialists

  • Over 30 years of combined experience
  • Licensed across insurance, investments, and real estate
  • Nationwide service with a personal touch

Get tailored strategies for every stage of your financial journey.

Explore Our Services