FINANCIAL PLANNING FOR
DREAMERS WITH A VISION

How We Deliver

How We Deliver Financial Planning, Life and Wealth Management

Our advice extends beyond the numbers

pcv_4433

Discussing finances is one of the most personal and private conversations people can have. It involves your dreams and your goals, as well as, who and what you value. We know it’s impossible to create an investment or financial plan without really understanding the person for whom we are planning it.

By focusing on what’s most important to you, we come up with the best solutions that are tailored to your life. We help you organize your priorities and take action.
At Eagle West Group, we customize our plans to fit YOUR life, not the other way around. We not only manage finances, but more importantly we manage our clients’ concerns, hopes and financial goals. Our clients have come to expect excellence from Eagle West and we want you to expect more than you ever have from a wealth management firm.

How we track your performance

cir-statementCIR Statements

What if we could put all of your family’s investments on one page, track their performance against each other, and have it automatically updated every day? Consider it done! Even if the accounts are at different investment companies, banks, credit unions, and/or an employer’s 401k, this is just one of the many services we offer. It’s a great way to check on the performance of all your accounts and to better understand your net worth. And if you are one who appreciates fine detail, we have up to 75 reports that can be run that will help you to see the individual positions that make up these accounts. In addition, the reports analyze expected income, review past transactions, and contain information about asset allocation and understanding risk.

financie-logix-1
FinanceLogix

A complete, easy to understand financial planning software, FinanceLogix allows you and your advisor to work together to analyze your finances. It’s set up in modules such as retirement, education, social security, estate planning and budgeting to focus on the areas you want to better understand. It can even share data with CIR statements, to keep your plan and goal tracking updated every day.

We let you hold your assets and get your statements from these custodians:

  • AmeriTrade
  • National Financial
  • Charles Schwab
  • Fidelity Investments

A Staff That Cares

  • We seek a standard that goes far beyond your expectations.
  • We are empowered to find solutions to your problems, financial or otherwise.
  • We understand that you are a unique person, not just a client number!

Check the background of this investment professional on FINRA's BrokerCheck

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker / Dealer, Member FINRA / SIPC. Investment Advisor
Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Elevate and Eagle West are not affiliated with Cambridge.

This communication is strictly intended for individuals residing in the states of AK, AZ, CA , CO, FL, GA, HI, ID, MD, MI, MN, MO, MT, NV, NY, OR, TX, UT, VA, and WA.
No offers may be made or accepted from any resident outside the specific states referenced.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.