Welcome to Chris Egan Financial

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

Retirement Planning
Financial Strategies
Insurance Reviews
Tax Planning
Estate Planning
Employee Benefits
Education Planning
Long-Term Care Planning

Secrets Revealed! This book will tell you:

  • How to choose the right annuity for your retirement.
  • How to maximize your Social Security benefits.
  • What to look for in Life Insurance.
  • How Long Term Care Insurance can protect your assets in case of illness.
  • How to protect yourself against Identity Theft.
  • Tips for Seniors, and much more!

Latest News

What Are the 4 Ls of Retirement Income Planning?

What Are the 4 Ls of Retirement Income Planning? Last year, my ...

Read more

Review: Stocks continue to mirror the dot-com era in ominous ways

Review: Stocks continue to mirror the dot-com era in ominous ...

Read more

Review: A major value fund mirrors a major growth one more than you may expect

Review: A major value fund mirrors a major growth one more than ...

Read more

The Problems with Indexing

The Problems with Indexing Everyone is always looking for the ...

Read more

Video Library