Capo Investment Partners

My Retirement Lifeguard is a team of qualified financial professionals dedicated to helping individuals and families achieve their ideal retirements. Led by CEO Gregg Lancer, a seasoned expert in the financial services industry, they specialize in creating strategies that protect income for life and provide creative recommendations to fit their clients' needs. With a trusted network of professionals and strategic partners, they offer a broad portfolio of products and services, including wealth building, wealth management, and legacy estate planning services. Supported by financial administrative assistant Kristi Lancer, who has been by Gregg's side for almost 30 years, they provide holistic support to their clients, helping them not only financially but also in areas such as health issues and family legacy planning. With their expertise and commitment to their clients' well-being, My Retirement Lifeguard ensures that retirees and soon-to-be retirees are never swimming alone in their financial journey.Generated from the website

Nava Services Group Inc., headquartered in Irvine, CA, specializes in providing comprehensive accounting, tax preparation, tax planning, payroll, and advisory services to business owners across the nation. Founded in 1993, the firm is family-owned and operated, with a team that includes Enrolled Agents and Certified Public Accountants dedicated to helping clients manage their tax liabilities and responsibilities effectively. Antonio Nava, the founder and a recognized Enrolled Agent, brings extensive experience in tax representation before the IRS, while Laura Nava, the President and a Certified Public Accountant, focuses on maintaining accurate financial records and developing tax planning strategies. The firm is committed to empowering clients with the knowledge and tools needed for a better financial future. Generated from the website