Reduce Your Financial Risk In Retirement
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Lawrence Castillo, LUTCF
Retirement & Income Specialist
Lawrence Castillo is President/Owner of L and C Retirement Income Planners and host of Safe Money & Income Radio in Albuquerque, New Mexico. Lawrence has worked in the insurance industry for over 39 years and proved himself as a reliable source of information in all facets of planning for a secure retirement. Serving as a member of the Life Insurance Underwriters, Lawrence excelled in estate planning and retirement income planning. He has taken his knowledge as a Moderator of 10 years and is currently a Retirement & Income Specialist.
Located in Albuquerque, New Mexico, Lawrence has lent his abilities to business owners, pre-retirees, and seniors and helped guide them away from common pitfalls in planning for retirement. He has a passion for helping individuals plan, manage, and protect their assets, and looks forward to each opportunity that allows him to share his knowledge.
Charlotte Castillo is Vice President of L and C Retirement Income Planners, Inc. She has been in the Insurance Industry for over 16 years in both management and sales. She is a Presidents Club Member and has qualified for 13 National Conventions. She holds licenses in New Mexico, Arizona, Texas, and Virginia. She is an essential part of the retirement planning process in our agency meetings, record keeping and correspondence and the preparation of the Safe Money and Income materials.
Associate/Advisor Zeke is passionate about people, he has made his career one of service. His career in the insurance industry has been to assist others and navigate the incredibly beneficial world of insurance. He is adept at listening and ascertaining needs in order to match his clients to the best insurance products for their goals which can range from providing income for their retirement to leaving a legacy for their loved ones. Earning many awards, he has been a recognized leader in the industry for over 15 years. Zeke and his wife Kim of 24 years have four amazing children.
What We Offer
- Leave the money where it is
- Take the cash (and pay taxes, plus a 10% tax penalty if you are younger than age 59 ½)
- Transfer the money to another employer-sponsored plan (if the plan allows)
- Roll the money over to a self-directed IRA
Let us help you determine if a rollover is the right move for you!
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Saturday 1 – 2pm
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“I got into annuities because at the time interest on principal was very high (14%). I did not understand nor trust the stock markets. I got into 10, 20 year annuities and they have all now been paid back and exhausted. This fortunately was just as my mortgage was paid off, so it was a wise investment, even though I did not plan the mortgage around this.”
“Lawrence was recommended by a friend and I am so happy that I called him because I was complaining where I had my money. Now I feel I can sleep at peace because I get a check every month to help me travel all over the world.”