TESTIMONIALS
Hear From Our Happy Clients.
“I met Chris in 1999 after my husband passed away. I am a retired LA Sheriff now He helped straighten out all of our retirement plans and has been my Advisor ever since. He developed a plan to help pay for long term care expenses should I need care. If I don't incur long term care expenses, the life insurance policy will help pay the income taxes after my daughters inherit my IRA.”
— CINDY W, LOS ANGELES, CA
“We have known Chris for 15 years. He helped us consolidate our retirements plans and researched the best way to liquidate my 403B plan. We very much enjoy our meetings with Chris and trust he will be there for our only daughter in the future. Chris reviewed and explained our home healthcare policies to ensure they meet our needs.”
— HERBERT AND JOYCE M, FULLERTON, CA
“We have had Chris as our Life Insurance Agent since 2009. He designed our existing personal and business life insurance portfolio to meet our changing needs. Chris has been very helpful in the succession planning of our company. He always reviews and clarifies all available options and guides us in the right direction.”
— SAM AND JAN S, LONG BEACH, CA
"Chris helped me rollover my 401K to an Individual K, which allowed me to take a temporary tax free loan when I was in transition between leaving my long time employer of 20 years, while starting my own business.”