Our services
Strategic planning guided by practical experience
Our tax services ensure that you don't pay more than you owe, and that you get the maximum return to which you are entitled. Mr. Egan, an Enrolled Agent licensed to practice before the Internal Revenue Service, is eminently qualified to meet that goal.
Prudent retirement planning is the door to a comfortable future. The keys to that door: protection of your current assets, a portfolio that brings both peace of mind and dependable earnings, and periodic evaluation of your investment strategy.
Smart insurance choices protect you and your family today, and supplement your retirement savings tomorrow. Because insurance shields your assets, it should be woven into a comprehensive strategy for business or individual investment. Mr. Egan, an independent licensed broker with the California Department of Insurance, will show you how.
A living trust carries many advantages. It gives you complete control of your assets during your lifetime, enables you to pass property to your heirs without burdening them with costly legal procedures, and reduces or eliminates federal estate taxes. What are you waiting for?
Home and business loans can offer flexibility and increase your options — as long as you're not paying more than you should. Unlike many other mortgage brokers, we are not contractually bound to any particular lender. That means we can shop around for the best rates and let you choose the most attractive terms. We can also help seniors establish a Home Equity Conversion program.
