Financial Representative

Francis Chan

After experiencing firsthand the impact and benefits of life insurance through my mother and father’s passing, I know that the gift of life insurance can help provide for a family in need. Our parent’s life insurance plans helped my siblings and I settle their estates and provide us and our families with an inheritance.

I began working in the Financial Services five years ago as a marketing assistant, which transitioned into a full time career as a financial representative.  My own personal experience has inspired me to help empower people to gain control of their finances, so they can in turn live generous lives and positively impact the world around them.

How We’ll Work Together

For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

  1. Understand your financial objectives and concerns.
  2. Personalize how we work together based on your needs and preferences.
  3. Gather your information to understand your current situation.
  4. Analyze your information to develop a personalized plan.
  5. Implement the desired strategies within you plan.
  6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

  • Life Insurance
  • Education savings for your children or grandchildren
  • Critical Illness, Disability and Long-Term Care Insurance
  • Investments for your short and long-term goals
  • Savings and retirement income
  • Charitable giving options

Contact Me

Contact me today for a free financial review!

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