Independent Financial Advisor at McMullen Financial & Insurance Services
San Diego, California
Greg McMullen, Independent Financial Advisor, is a licensed independent financial professional at McMullen Financial & Insurance Services in San Diego, California with 20+ years of experience. Specializing in Retirement Income Planning, Long Term Care Planning, College Savings Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
Phone: 858-922-0195
Email: [email protected]
Licensed Independent Financial Professional · 20+ Years Experience
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.
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. Greg has developed a comprehensive knowledge of these benefits to compliment the financial and retirement planning advice that he offers.
Greg and his wife moved out to California from the East coast back in 2000 and have enjoyed living in the mild weather and relaxed atmosphere. And when not helping his clients with financial and retirement planning, he and his wife choose to offer their time, talent and treasure in local service organizations and church communities.
His financial and retirement philosophy is taken from Jeremiah 29:11 "For I know the plans I have for you", declares the Lord, "plans to prosper you and not to harm you, plans to give you hope and a future."
Contact Greg today to discuss your retirement planning needs in San Diego, California.
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Greg McMullen at McMullen Financial & Insurance Services offers Retirement Income Planning, Long Term Care Planning, College Savings Planning in San Diego, California. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
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.
Greg McMullen is an independent licensed financial professional specializing in retirement planning and safe money strategies in San Diego, California.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
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.