Schedule a Consultation
Book Your Free Retirement Analysis
Pick a time that works for you. Sergio will personally review your retirement income, Medicare options, trust, and estate goals with no obligation, just clarity.
No obligation, no pressureOne-on-one with Sergio directlyRetirement, Medicare, Trust & Estate guidanceServing veterans & their families
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What to Expect
15 min
Quick Intro Call
Get your questions answered fast
30 min
Retirement Review
Income, Medicare & estate overview
60 min
Full Financial Analysis
Deep dive into your complete plan
- One-on-one conversation with Sergio
- Review of your current retirement income sources
- Medicare coverage gaps and options
- Trust funding and estate planning overview
- Clear next steps — no pressure, no sales pitch
Contact Info
Phone
(760) 415-6408Service Area
San Diego & Inland Empire, CA
Office Hours
Monday – Friday, 9am – 5pm PT
Affiliation
A Red Lion Financial Company
Fellow veteran? Sergio has a special commitment to serving military families navigating the transition to civilian retirement.