ABOUT

Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Chris Egan Financial

Chris Egan

Chris Egan Financial

(Annuities, Insurance, and Mortgage)

I have been a licensed CA mortgage broker in Southern California since 1981. I work with first time buyers, move up buyers, investors, as well as seniors who may be in need of a reverse mortgage.

In addition to the mortgage brokers license I also hold a CA Life and Health Insurance license. My goal is to educate my clients on how they can achieve a true TAX FREE retirement by using a safe, long term investment with no risk of principle loss what so ever. It’s time to retire your 401(k) and set up your own private reserve to fund your TAX FREE retirement. Call me and I will show you how.

Specialties: Conventional, FHA, VA, commercial loans, reverse mortgages, real estate investments, life insurance, and annuities.

 

In addition, I am uniquely qualified as an AIM professional to provide information in the following areas:Tax-Free Retirement Planning

  • Social Security Planning
  • Mortgage Protection
  • College Planning

Call us at 714-403-6824 for more information and ask for Chris Egan. Do it today!

 

Please visit my Facebook Business Page and my Mortgage site.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.