Welcome to our 3 Generations of Amazing Excellence since 1982

Take advantage now with our unique leverage strategy typically used by the high net worth clients now available to professionals whose goals are family protection, wealth accumulation, and tax efficient retirement income.

" Amazing Advisors "

Experience! Reliability! Expertise!

A goal without a plan is just a wish...

Take advantage now with our unique leverage strategy typically used by the high net worth clients now available to professionals whose goals are family protection, wealth accumulation, and tax efficient retirement income.

Life is filled with uncertainties, retirement is no different. How do we plan for something when we don’t know what to expect? As a result of advances in modern technology and medicine, people nowadays are living longer. An increased life expectancy, in combination with an aging population, uncertainty surrounding government benefits and economic volatility are some of the factors forcing us to reconsider what it means to be financially secure in retirement. This longer lifespan is creating an increased need to manage longevity – the risk of outliving your money.

 

A lot of retirees don’t know how to deal with the distribution phase of retirement. People work hard to save and protect the lifestyle they love in retirement, but once they get to that point in their lives they need options. As your retirement planner, we will plan strategically with ways to convert your savings into retirement income.

If you are still in your wealth accumulation stage in life, we can also guide you with various financial tools to build, retain, and grow your retirement nest eggs...including Tax Efficient Retirement Income Plan.

We invite you to explore our comprehensive consulting services and get to know our professional, experienced, honest, and friendly team of agents.  We promise not to just hand you a lifesaver, but instead, share our skills and knowledge wth you so that we become your life long lifesaver with you and your family. 

San Francisco Corporate:       

1550 Noriega St. Suite 100, SF CA 94122

 

San Jose: (By Appointment)

4320 Stevens Creek Blvd. Suite 191

 

Fremont:  (By Appointment)

42808 Christy St. Suite 112

 

Oakland:  (By Appointment)

638 Webster St. Suite 420

 

Tel: 1-888-746-6688

         415-661-3885

 info@health-plans.com

contact us

Medicare Open Enrollment 

Social Security & Retirement Planning Workshop

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© eHealth-Plans Inc. / Amazing Wealth Insurance Agency 1989-2020 This website is designed to provide general information. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan. Please note Simon Chew, CIC and his team of agents do not give legal or tax advice.