Chase Enterprises Financial

Chase Enterprises Financial Jimmy D. Chase has over 20 years experience in the financial services industry and is currently a We

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
06/02/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Are you ready for school—again?
06/01/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

How much could you receive from Social Security? Here’s what to expect.
05/29/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

An ILIT could play a role in your estate strategy.
05/28/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

It isn't whether you should have auto insurance - it's what kind you should have.
05/27/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

U.S. Service Members should consider taking advantage of programs that are available.
05/26/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check ou...
05/25/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

Extended care refers to services needed by those who have a chronic illness or disability.
05/22/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Your financial future is calling. Develop a strategy for your investments today.
05/21/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
05/20/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

Address

600 West Broadway, Ste 700
San Diego, CA
92101

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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