Chris Egan

Background

About Chris Egan

WHAT I DO: As a Certified Financial Fiduciary, I help Healthcare Industry professionals develop their own personal retirement plan that will minimize taxes, eliminate debt, maximize their spendable income, and protect the financial future of their family. WHY IT WORKS: When you partner with Chris Egan Financial, you get the most efficient, effective, and affordable Retirement Solutions. Everyone's situation is different so we create a personalized strategy to best fit your needs. WHAT MAKES ME DIFFERENT: In over 40 years of service to my clients, I have helped hundreds of Healthcare Industry professionals protect their retirement nest egg from their partner the IRS, by using a personal retirement plan that will maximize their Tax-Free Retirement income and minimize taxes by using my SMART Retirement Plan. HOW IT WORKS: We start with a free evaluation of your current financial situation and match that to your retirement goals. This can be done in person or by phone. One of three things will happen at this first meeting. The First outcome is for different reasons you decide it isn't the right fit to work together. That's okay and we part as friends. The Second outcome is for different factors such as risk tolerances and investment philosophies, I decide it's not the right time to take you on as a client and I hope you appreciate that. Lastly, we both decide that it's a great fit and we move forward in a mutually beneficial business relationship. READY TO TALK? Reach out to me here on LinkedIn, or to pick a time to chat that is convenient for you go here: https://go.oncehub.com/ChrisEganFinancial2. I look forward to connecting with you soon!