Evan Belaga CFP, CLU, ChFC & aSecureRetirement
I am a Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant with 35 years of expertise. I work extensively with individuals and business owners. My wholistic approach integrates investments, taxes, insurance, retirement, estate and social security planning goals. Unbiased and independent, I have unrestricted access to the most innovative and competitive product solutions in the marketplace.
After a thorough analysis of your current financial planning strategies, I will design the perfect well researched, time-tested solutions to optimize your tax, retirement and insurance planning objectives. Solutions for business owners include a full suite of innovative retirement and succession planning tools, free business valuation and prototype buy-sell agreements.
EVAN BELAGA CFP, CLU, ChFC,
Certified Financial Planner