We have the heart to help you with your retirement income strategy.
A firm’s values come from the leadership.
Meet Greg Chick, CEO. Greg Chick has worked in the area of asset preservation in San Diego for the last 25 years. Over that time, he has worked with multilabel attorneys and thousands of clients to formulate their estate planning goals and objectives.
In 1996, Greg cofounded Diversified Resources, a retirement income planning firm specializing in asset preservation and income distribution strategies. In 2007, Greg and his wife Diana bought out his partner and opened Alternative Solutions Insurance Services Inc. (ASIS), where they continue to provide stable retirement alternative strategies for their clients. The expertise of ASIS brought new concepts and technology, as well as the opportunity to give each client more personalized service. Greg understands that each client has individual needs, from a simple estate plan to completing a customized retirement income plan, utilizing Social Security benefits, defined benefit pensions, and other assets in order for the clients to maintain a sustainable lifetime income stream. No matter the client’s position, he uses today’s technology and techniques to strategize for tomorrow’s potential asset problems.
Download your complimentary "10 Steps to a Successful Retirement" guide today!
Licensed insurance professional. This information has been provided by a Licensed Insurance Professional. The statements and opinions expressed are those of the author and are subject to change at any time. All information is believed to be from reliable sources; however, presenting insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 19145 - 2019/8/15
Our agency does NOT provide legal or tax advice. We have community partners we work with to provide our clients with tax and legal servicesThe insurance agent can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The insurance agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.