About Us
If I could show you how to take advantage of our progressive tax system, turn forever taxable money into never taxable money, provide you long term care options, produce tax free income in retirement, protect you from litigation, protect you from market losses all the while giving you the ability to have market gains and give you almost complete liquidity of your assets?
Would you like to hear about it?
The products and services we offer
Recommendations Received (14)
"I had a remarkably educational and highly informative 1-2-1 with Chris Egan from Chris Egan..."
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"I had a remarkably educational and highly informative 1-2-1 with Chris Egan from Chris Egan Financial and Insurance Services. Chris is a Financial expert and a highly talented and informed Licensed Insurance Agent. He has 2 areas of expertise that he will help you with. Area #1) Debt Management and Debt Elimination. He will use a modified snowball method to first eliminate debt and then eliminate the need for credit. Your money will then be redirected into an account for more efficiency using a cash value Whole life Policy. Then Area #2) Tax minimization. Chris is on a mission to show you how to take advantage of the progressive tax system, turn taxable money into not taxable money, provide you long term care options, produce tax free income in retirement, protect you from litigation and protect you from market losses. Chris will determine where your money is leaking. He is your personal HR Manager and will assure you are properly protected for your Health Insurance Coverage, Life Insurance Coverage and Retirement Coverage. Chris is that rare combination of Honesty, Integrity, Warmth and Experience, who is able to share his expertise in down to earth, easy to understand language. Contact him immediately at his website to book a Free Discovery call: www.chriseganfinancial.com or Ph#: 714-403-6824. Your financial well-being and also teaching you strategies that can reduce your tax burden by 30-40% are his top priorities. "
"Chris is always aware of the latest and best financial tools to guide you to the wisest..."
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"Chris is always aware of the latest and best financial tools to guide you to the wisest investments. He is free with his time and provides easy-to-understand information about the products he recommends. He has his pulse on market conditions and is an astute Financial Planner."
Products & Services
Most people focus on how much they’re saving for retirement. Far fewer think about how they’ll be taxed when they use it. That gap can make a bigge...
When your pet is sick or hurt, it's stressful enough without worrying about the cost of care. Chris Egan Financial and Insurance Services offers pe...
Recommendations Given (17)
"Bob and his crew make the best wines. Not only do they taste great but they’re a great value,..."
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"Bob and his crew make the best wines. Not only do they taste great but they’re a great value, too. Try them and you’ll be hooked. "
"Steve is a true professional and has a ton of experience in the insurance industry. Steve truly..."
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"Steve is a true professional and has a ton of experience in the insurance industry. Steve truly cares about his clients and always puts their needs first. "
Recent Activity
What makes my practice different is I focus on debt and taxes in the retirement planning process.
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What makes my practice different is I focus on debt and taxes in the retirement planning process.
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