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Social Security Workshops

Social Security Workshops

Over this past year, I've begun offering a new service to my clients that I'd like to tell you about. Myself and a small team of financial advisors are providing Social Security workshops to employer and community groups, wherein we educate baby-boomers on how to get...

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Oh-Drama-Care

Oh-Drama-Care

Last month, National Review reported that President Obama’s old Harvard Law professor, Laurence Tribe, said that he “wouldn’t bet the family farm” on Obamacare’s surviving the legal challenges to an IRS rule about who is eligible for subsidies that are currently...

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Too Big for its Britches?

Too Big for its Britches?

The following quotes are all from this recent week...   “…the next five months into year-end are going to be extremely treacherous for equity investors." ~Peter Boockvar, chief market analyst at The Lindsey Group   “Stock may get rattled by a shallow U.S....

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Thanks for visiting! I Look forward to hearing from you. -Chris
Chris was a great help, and setup a retirement plan specific to our unique needs.”
Matt ClaussenPresidentHCH Constructors & Managers, Inc.Temecula CA