Retirement Planning Made Simple

Safe Money Strategies

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Experience life with the financial confidence you deserve.

It is possible to grow wealthy, even during bad economic times, when you follow proven strategies.

 

Have you ever …

Felt frustrated seeing money disappear in the market?

Been concerned that you don’t know where to put your money to keep it safe?

Worried about making ends meet with the high cost of living: kids, cars, homes, credit cards, bills and taxes?

With all of the economic turmoil in the markets, the country and around the world, it’s more important than ever to keep your wealth safe and secure…but also growing.

     

    Most of us have one, or more, of these three objectives:

    • A lifetime tax-advantaged retirement income.
    • Potential for double-digit growth during good years to outpace inflation.
    • Protection of principal so you don’t lose during market crashes.

     

    “ My Mission is to help you avoid losing money in the Wall Street Casino, and instead grow and shelter your wealth from losses and unnecessary taxes..”

    Eric S. Wallace, CDC Insurance Service, Inc.

    Eric S. Wallace

    (408) 472-0717
    ewallace@garlic.com
    CA Ins. License #0453306

    CDC Insurance Service, Inc.

    25 W. 4th St.
    Morgan Hill, CA 95037

    Thank you for visiting

    I am the founder of CDC Insurance Service, Inc. and have over 40 years of experience helping my clients achieve financial security. My family and I live in, and have actively contributed, to the community of Morgan Hill for over 30 years.

    I’m an active member of the Morgan Hill Downtown AssociationMorgan Hill Chamber of Commerce, and an approved member of the National Ethics Bureau

     

    Enjoy Life

    Sing’n Sinatra, “Fly Me To The Moon!”

    Enjoy the Holidays

    Stress-Free Retirement

    Family on Independence Day

    Ready for the Holidays

    Downtown Morgan Hill

     “ AN INVESTMENT IN KNOWLEDGE ALWAYS PAYS THE BEST INTEREST.  ”

    Benjamin Franklin – 1781

    Complimentary Consultation

     

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    CDC Insurance Service, Inc.

    Retirement Planning Made Simple

    address

    25 W. 4th St.
    Morgan Hill, CA 95037

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    Contact

    ewallace@garlic.com
    (408) 472-0717