Get An Eagle Eye View on Your Retirement With
Eagle Wealth Management Group
Eagle Wealth Management Group, serving Valencia, California and beyond, offers Holistic Wealth Management for both groups and individuals. Our primary focus is to help our clients build custom retirement plans as the cornerstone of a well-balanced strategic investment portfolio. In addition to providing tailored wealth management strategies for individuals, we specialize in helping public, private, and non-profit employers design and manage cost-effective retirement plans for their respective businesses.
Our goal is to bring exceptional experience and dedication to simplifying your investments. We will develop a flexible and comprehensible road map to help you navigate the investment world in a time of constant change.
Strategic Wealth Management Solutions
Our Guidance, Your Freedom
For four decades, Eagle Wealth Management Group has repeatedly demonstrated our impressive degree of expertise and versatility. We provide comprehensive retirement planning and wealth management strategies for individuals, groups, and beyond.
Our approach seeks to ensure success for our clients, and our process tailors and addresses each group or individual’s specific needs.
Individual Solutions
We believe that each client is unique. Our independent approach takes into account your particular goals and objectives, allowing us to customize each area of your financial picture. After your financial plan is developed, we maintain flexibility by continuing to monitor your progress and adjusting your personalized plan as needed.
Group Solutions
Our Consultation services provide truly independent advice by assisting you with selecting just the right retirement plan provider for your group’s particular needs. This independent approach maximizes the specialization that we are able to offer. We not only help in the selection process, but also in monitoring and benchmarking your plan to numerous other providers and service models.
Church Retirement Plans
Non-profit retirement plans have undergone many changes over the years. With so many options, and each with its own regulations, selecting the right plan for a church can be daunting. Eagle Wealth Management Group offers independent reviews and comprehensive planning for non-profit organizations, including consultation services, custom solutions, benchmarking services, and an independent approach. The approach is simple: we invest the time to understand our customer and their needs. Then, we take a problem-solving approach to generate creative solutions for their specific situation.
If you already have a plan in place, take a moment to evaluate:
- Is the plan meeting the objectives originally established?
- How does the plan compare in key areas such as cost, investment selection, and performance?
- Does everyone involved in the operation of the plan understand their responsibilities, and are they held accountable?
DSTs
DST, or Delaware Statutory Trust, allows accredited investors to sell their real estate investments and potentially defer capital gains taxes. A 1031 Exchange, also known as a “like-kind exchange,” permits real estate investors to defer capital gains tax on an investment property by reinvesting the proceeds in a similar qualifying property. Essentially, a DST offers investors the advantages of owning real estate without the hassles of being a landlord. Other potential benefits include the ability to cash out of a highly appreciated property and invest in an income-producing asset.
Principles & Core Values
Each of our clients can expect to experience the core values that define our business.
RETIREMENT RESOURCES
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