Optimizing assets in Newport Beach with Chris Egan Financial and Insurance Services
In Newport Beach many homeowners and high income professionals have done what traditional advice told them to do and still feel uneasy about retirement. They own valuable homes, they have sizable balances in 401k and 403b plans and they have worked hard to build savings, yet they also carry unwanted debt, sense a looming tax problem and do not see how their assets will turn into a paycheck they cannot outlive. At Chris Egan Financial and Insurance Services the focus is on solving this exact combination of challenges for Newport Beach clients. On the firm’s website at https://www.chriseganfinancial.com/ the invitation is simple, if your retirement plan is currently a set of spreadsheets you double check every other week, it is time to get a SMART retirement plan that addresses debt, taxes and income together. Chris Egan has been a licensed mortgage broker in Southern California since 1981, specializing in helping first time buyers, move up buyers, investors and seniors, as described on ...