These questions will end your retirement early if not answered by a licensed fiduciary.
Did you retire with debt?
Are you worried about paying too much in taxes?
Not sure about whom you should get advice from?
Are you worried your nest egg won't last?
Just plan confused about retirement!
Don't want to make a mistake you can't correct?
What would it cost you if these weren't solved?
Eliminate the Guesswork
If your retirement plan consists of spreadsheets you double-check every other week it might be time to get a professionally crafted retirement income plan. Getting a plan doesn't need to be stressful. Planning for retirement is not out of your hands! We have the process to guide you.
Eliminate the Guesswork
If your retirement plan consists of spreadsheets you double-check every other week it might be time to get a professionally crafted retirement income plan. Getting a plan doesn't need to be stressful. Planning for retirement is not out of your hands! We have the process to guide you.
Meet Your Guide
In 2008, everything changed. I lost half my portfolio in the stock market. I worked as a mortgage broker for the previous 35 years. I thought my business and retirement account was solid. I didn't realize a market swing would take out half of my retirement savings. That's when I realized there needed to be a different way to plan for retirement. That's why I am a certified financial fiduciary and a member of the S.M.A.R.T. advisor network. Stop letting retirement confusion cloud your judgement on what's best for you. With a S.M.A.R.T. retirement plan, you can pay nearly zero in taxes and gain income that will last a lfietime.
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Meet Your Guide
In 2008, everything changed. I lost half my portfolio in the stock market. I worked as a mortgage broker for the previous 35 years. I thought my business and retirement account was solid. I didn't realize a market swing would take out half of my retirement savings. That's when I realized there needed to be a different way to plan for retirement. That's why I am a certified financial fiduciary and a member of the SMART advisor network. Stop letting retirement confusion cloud your judgment on what's best for you. With a SMART retirement plan, you can pay nearly zero in taxes and gain income that will last a lifetime.
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The SMARTER Planning Process
Answer your initial questions, outline your retirement goals, analyze your unique obstacles, and get sample solutions on the possibilities for your retirement.
Eliminate the "what could's" and establish the "what will's."
Every plan I build is unique in design. We build the plan with you so you can understand it with confidence. You will know with 100% clarity what your retirement will look like.
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A S.M.A.R.T. Retirement plan will help you eliminate tax burdens. Gather your assets into tax-advantaged vehicles, protected from market downturns, enabling you to draw tax free income you can't outlive!
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Plan like the 1% so you can live like the 1%
We get it! We use insurance planning as apart of our process. Many investors are confused about the use of annuities and life insurance as a way to plan for retirement. Our products are hand-selected and because we are independent, we can choose whatever product works best for your needs. What so many people don't know is that insurance is used by the best planners in the country to provide their clients with the least amount of risk and the most potential for tax-advantaged income. We disclose every fee or commission on each product. None of our pay comes out of your assets. All of it is used to fund your retirement mission. We will educate you and back that up by highly researched and credentialed managers in the business who believe insurance is the best alternative to the market.
This information is provided as general information and is not intended to be specific financial, legal or tax guidance. The information and opinions expressed herein are from sources believed to be reliable; however, we make no representation as to its accuracy or completeness. Before you make any decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives. Products or services mentioned may be unavailable in your state and/or unsuitable for some individuals. Unauthorized use of the material is prohibited.
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18685 Main St #101-277 Huntington Beach, CA
info@chriseganfinancial.com Tel: (714) 403-6824