Chris has been a licensed CA mortgage broker in Southern California since 1981. His area of expertise is with investors as well as seniors who may be in need of a reverse mortgage to supplement their retirement income planning.
In addition to the mortgage brokers license, Chris also holds a CA Life Insurance license. His goal is to educate his clients on how they can achieve a true tax-free retirement by using safe, long term investment vehicles with no risk of market loss to the principal. Chris has helped clients convert their 401(k) funds and set up their own private retirement to fund their tax-free retirement plans.
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. Unique circumstances must be taken into consideration when one seeks to find the “most favorable place” for their retirement money. This is where we can be of service.
Chris specializes in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether they have a retirement nest egg of five million dollars or $50,000, Chris 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. Chris has helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy their retirement by having their money work hard and smart, and being ready for them when they need it.