Retirement Income PlanningLong Term Care PlanningCollege Savings PlanningFederal EmployeesSchool TeachersMedicareAnnuities
About Greg McMullen — San Diego, California
Greg McMullen has been involved in helping individuals, families, and small businesses with their financial and retirement planning for 20 years. No matter what stage of life you are in, Greg takes an overall approach to determine what is in your best interest and how best to plan for your financial future. Whether you are starting out in your career, have a family and in the midst of your career, or you are on the tail end of your career and looking to retire, he will provide excellent guidance and service for your financial and retirement success and freedom.
Areas of Expertise
Being in the financial services business for 20 years, Greg has developed several areas of expertise to include retirement income planning, long term care planning and college savings planning. In addition, Greg has developed a few niche markets to include federal employees and school teachers in the Southern California region. Many of the federal and state benefits are complicated and difficult to navigate....
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Frequently Asked Questions About Financial Advisors in San Diego, California
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.