Eric S. Wallace and James N. Krause are the founders of W&K Financial / CDC Insurance Service. Jim and Eric have over 40 years of combined experience helping individuals and small business owners achieve a worry free retirement. Jim, Eric and their families have lived in and served the community of Morgan Hill for over 30 years. They are active in the Morgan Hill Downtown Association as board members, members of the Chamber of Commerce, members in good standing of the Society of Certified Senior Advisors and accredited members of the Better Business Bureau. Our mission is to help our clients realize their ideal retirement, free of worry and stress, by providing them with valuable information that will allow them to put their retirement “nest egg” to work harder and smarter without exposure to unsuitable risks.

Services that we privide include;

Life insurance, Health Insurance, Annuities, Disability, College Financial Aid Planning, Retirement Planning, Group Health Insurance

(CA Ins Licenses #0453306; 0E45269)