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.”
Areas of Expertise: Serving Individuals, Families, And Small Businesses
Designations & Certifications
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1078 Reviews
We are so pleased with doing business with Greg McMullen. His knowledge and information about applying for Medicare Health Insurance and the related supplemental plans was so useful. We are happy to recommend his services to others! ~ Linda K. ~
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