LGC Financial

LGC Financial We also help with Medicare. We create custom financial strategies to help our clients achieve the financial goals that are important to them.

LGC Financial is a financial advisory and insurance firm focused primarily on helping seniors who are 5 years or closer to retirement put together secure retirement plans. At LGC Financial we help retirees, pre-retirees, and seniors address their financial and insurance concerns as they plan for, transition into, and enjoy retirement. Our insurance services include Medicare, long-term care, annuit

ies, life and final expenses, dental and vision. We know that navigating the retirement waters can be complicated, so our goal is to help you get the information you need to make good decisions for your financial future. Our services are provided with the highest standard of care putting your interests and concerns first and foremost. Visit our website at http://lgcfinancial.com/ for more details.

Retirement isn’t something you want to figure out at the last minute — it’s something you plan for with clarity and conf...
03/18/2026

Retirement isn’t something you want to figure out at the last minute — it’s something you plan for with clarity and confidence. 💡
Join us for Retirement Planning 101 and learn the essentials of building a retirement strategy that works for you. We’ll break down key concepts, common mistakes to avoid, and practical steps you can take now to better prepare for the future. Whether retirement is around the corner or still a few years away, this class will give you valuable insight and direction.

📅 Thursday, March 19, 2026
⏰ 6:00 – 8:00 PM
📍 Grossmont Adult School

Seats are limited — register today and take the first step toward a more confident retirement.

Click here to register: https://tinyurl.com/p97a7chy

Divorce can be one of life’s most challenging transitions — especially when it comes to your finances. The right knowled...
03/11/2026

Divorce can be one of life’s most challenging transitions — especially when it comes to your finances. The right knowledge can help you protect your future and make more confident decisions during the process.

Join us for this educational class where we’ll discuss key financial considerations during divorce, common mistakes to avoid, and strategies to help you move forward with clarity and confidence.

📅 Saturday, March 21, 2026
⏰ 9:30 – 11:30 AM
📍 Poway Adult School

Take the first step toward understanding your financial options — register today to reserve your seat.

Taxes don’t stop in retirement — but with the right strategy, they can be reduced.Join us for this informative class whe...
03/04/2026

Taxes don’t stop in retirement — but with the right strategy, they can be reduced.

Join us for this informative class where you’ll learn practical ways to plan ahead, understand how different retirement accounts are taxed, and explore strategies that may help keep more of your money working for you in retirement. Walk away with insights you can use to make smarter financial decisions for the years ahead.

Click here to register: https://tinyurl.com/yfrsbnbt

Taxes don’t stop in retirement — but with the right strategy, they can be reduced.Join us for this informative class whe...
02/28/2026

Taxes don’t stop in retirement — but with the right strategy, they can be reduced.

Join us for this informative class where you’ll learn practical ways to plan ahead, understand how different retirement accounts are taxed, and explore strategies that may help keep more of your money working for you in retirement. Walk away with insights you can use to make smarter financial decisions for the years ahead.

Social Security is more than just a monthly check — it’s a key piece of your retirement strategy. 📊Do you know when to c...
02/26/2026

Social Security is more than just a monthly check — it’s a key piece of your retirement strategy. 📊

Do you know when to claim? How your benefits are calculated? Or how working in retirement could impact what you receive? These decisions can make a significant difference in your long-term income.

We’re breaking down 9 important facts about Social Security to help you make confident, informed choices about your future.

Retirement isn’t a “someday” decision — it’s a strategy. And the sooner you build it, the more confident you’ll feel abo...
02/26/2026

Retirement isn’t a “someday” decision — it’s a strategy. And the sooner you build it, the more confident you’ll feel about your future. 💡

Join us at Grossmont Adult School for an upcoming financial course designed to simplify the complex. We’ll break down annuities, help you determine if you’re truly retirement-ready, show you how to protect your legacy, avoid costly mistakes, and make smarter Roth IRA decisions.

Whether retirement is five years away or right around the corner, you’ll walk away with clarity, confidence, and practical next steps you can actually use.

Seats fill fast — which class will you be joining? 👇

Address

13446 Poway Road, #160
Poway, CA
92064

Telephone

+17606046610

Website

Alerts

Be the first to know and let us send you an email when LGC Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to LGC Financial:

Shortcuts

Share

Category