After attending one of their social security workshops, I met with Chris and Gregg to discuss my retirement plan. They provided helpful advice about social security, and showed me creative ways to fill the gap. I did a lot of research and presented them with numerous questions, and found them to be patient, thorough and genuine through the entire process. Additionally, they helped us find an appropriate annuity which will meet our future need. I wholeheartedly recommend Chris & Gregg as a trustworthy team of advisors.”

Dr GuptaLaguna Niguel, CA