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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 ...

Optimizing assets in Huntington Beach with Chris Egan Financial and Insurance Services

In Huntington Beach many homeowners in their fifties and sixties feel caught between financial success and financial stress. They have built careers, raised families and accumulated assets in homes and retirement plans yet they still worry about stubborn debt, the taxes hiding inside their 401k or 403b and whether their savings will really turn into a paycheck they cannot outlive. At Chris Egan Financial and Insurance Services the entire mission is to address those three often ignored areas, debt, taxes and income. On the firm’s website at https://www.chriseganfinancial.com/ Huntington Beach residents are invited to step away from guesswork and into a SMART retirement plan that brings debt elimination, tax planning and income design into one coordinated strategy. Chris Egan has lived and worked in the Huntington Beach area for decades and understands the pressures local families face. As profiles on sites like Yelp and local review pages confirm, his office is based in Huntington Beach...