Retirement, Insurance and Business Services Since 1997
A member of the Fortress Financial Group

Headquarters Insurance Agents in San Clemente, CA

About

For 17 years, Chris Nesbitt has been helping businesses and individuals find cost-cutting solutions for their insurance, retirement and business needs. Chris is committed to helping his clients reduce expenses and invest wisely through unique and creative products, services and strategies. He brings expertise in both group and individual health and retirement plans, 401ks, indexed life and indexed annuities. Chris is a certified IFL retirement planner and is also a certified agent in both Federal and State ACA Healthcare exchanges. He is partnered with Fortress Financial Group to bring educational workshops to employer and community groups. He also has exceptional experience with government contractors and prevailing wage compliance issues and has served as a professional consultant within this sector. So whether you're considering setting up a complex defined benefit plan for your company or simply want to purchase a health plan, annuity or life insurance policy, Chris can help you find the right solution.

Headquarters
63 Via Pico Plaza Suite 201 San Clemente, CA 92672

Answers

Q&A
Asked by Kathleen
Answered by Kim Miller PRO+
CFP® in Redmond, WA
The simple answer is yes, you do. You need to take maximum advantage of all of your retirement savings opportunities: 401(k) (pre- and post-tax) and IRAs (preferably ...
Q&A
Asked by John
Answered by Winnie Sun PRO+
Financial Adviser in Irvine, CA
I like rolling old 401(k)'s into one IRA, because it's easier to manage and keep track of. There are other reasons you may, may not want to do this, and it's best to b...
Q&A
Asked by an anonymous user
Answered by Alex Bentley PRO+
Financial Adviser in Pacific Palisades, CA
This country has made a revolutionary shift from pensions to a self-service retirement model (401Ks, IRAs, etc). The average baby boomer has not yet fully adjusted to...
3

Specialties

  • Annuities
  • Health
  • Life
  • Small Business
  • Other

Credentials

Licenses

CA Insurance Agency - Vesity Financial Inc
License # 0D40596

Other locations