My experience and broad knowledge of the business market allows me to assist small and medium-sized business owners, executives and employees with their insurance and investment needs.

We provide clients with a financial needs analysis to assist in the selection of financial products to help with their current and future goals.  The needs analysis provides a personalized review of the client's situation and identifies gaps in the financial position relative to the client's goals.  We help my individual and business clients shape their financial future by evaluating, selecting, and purchasing financial products to help protect their assets and families.

 

 

575 Anton Blvd, Suite 900, Costa Mesa, CA 92626

Contact KC Chang today to get started - (949) 676-6811

Email: chang.kc@principal.com