"An investment in knowledge always pays the best interest." 

Ben Franklin - 1781


  SAFE MONEY STRATEGIES

"Let us help you navigate the path to financial security"

CDC Insurance Service, Inc.



Eric S. Wallace
Eric is the founder of CDC Insurance Service, Inc. and has over 40 years of experience helping his clients achieve financial security. Eric and his family have lived in, and actively contributed, to the community of Morgan Hill for over 30 years.

He is past President and remains an active member of the
Morgan Hill Downtown Association, a member of the
Chamber of Commerce, a member in good standing of the Society of Certified Senior Advisors and an approved member
of the National Ethics Bureau.

Our Safe Money advisory team's mission is to create the ideal retirement, free of worry and stress, by putting our clients' retirement “nest egg” in a position to create wealth and work smarter, without exposure to unsuitable risks.

Contact Information:
25 West 4th Street,
Morgan hill, CA 95037

Office: (408) 779-0232 
Eric Wallace   CA Ins. License #0453306
ewallace@garlic.com
 

 
 
   



College Funding

Next to buying a home, a child’s college tuition is probably the largest single expense a family will ever incur. Today’s college education costs range from $11,000 to $24,000 per year at a state college and $26,000 to $52,000 at a private college. That’s $44,000 to over $250,000 for a four-year education when considering inflation. How will families meet this obligation? Some families spend their life and/or retirement savings. Others take out home equity loans and burden their family budgets.

I can provide the solutions! Call me at 408-779-0232 to set up your no-cost consultation!



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