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Complimentary Guided Planning System
Phone: 1-714-617-4394
Center Tower Suite 860, 650 Town Center Drive, Costa Mesa, CA 92626-7192
Complete retirement management services delivered by experienced and caring finance professionals.
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There is no obligation for this initial consultation. Share your retirement goals and we will see if we can help. Learn More
Our fiduciary duty requires that we recommend and provide only those services and products that are in your best interest.
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Experience for yourself why this might be one of the most important and enlightening luncheon or dinner seminars you will ever attend. Learn More

Complimentary Initial Consultation

Call: 1-714-617-4394

Wealth Financial Group West is a fee based, registered investment advisor. Our fees are always transparent and simple to understand. In many cases working with us will reduce your annual financial services fees considerably. Your initial consultation with Wealth Financial Group West, Inc. is complimentary. We see the initial meeting as a valuable chance to get to know you, your family, your lifestyle, your values—all so that we can better design an effective plan that includes everything you need for a well-balanced, personalized financial plan. There is so much more to your “wealth” than the size of your bank account, and we understand that. Because of this, we take great pride in forging quality relationships with our clients and their families so we can provide superior service.

 

Our comprehensive retirement management services are delivered with integrity, knowledge and a personal touch.

 

When you initially retain our services, you will receive a comprehensive evaluation, complete retirement plan, complete financial plan, and unlimited advising for one full year.

 

As a Registered Investment Advisor, Wealth Financial Group West, Inc. is a fee based advising firm that is held to a fiduciary responsibility for the advice we give. Your initial consultation with us is always complimentary. When you become our client we are paid by you for our planning services either by an all inclusive annual fee or only for actual consultation time. No hidden fees, no surprises. We follow a process much like the GPS system in your car works. We call it our Guided Planning System (GPS). Here’s how it works.

 

If you use a GPS system to help get you where you want to go, this is what you do.

 

    First: Input where you are and where you want to go.

     

    This describes your complimentary first meeting. During this meeting we figure out precisely where you are financially and listen to where you want to go.

 

 

    Second: The GPS calculates your route.

     

    This describes your complimentary second meeting. During this meeting we consider various strategies to manage your finances in a way that will get you where you want to go. This second meeting might become three or four meetings. We meet with you at no cost until we decide, together, whether if we are a fit to manage your retirement financial plan.

 

 

    Third: Start navigation.

     

    This describes the meeting where you choose to become our client. At this meeting we agree on the fee schedule that best fits your needs and begin implementation of your plan. It is at this stage that you begin paying for our services.

 

 

    Fourth: Track progress and recalculate route.

     

    This describes our ongoing monitoring of how your plan is working and make adjustments as your personal circumstances change or economic considerations unfold.

 

 

We believe there is much more to “wealth” than money and we bring that belief into every meeting with you. It gives us great pride to create relationships and financial plans that bring clarity and peace into the lives of our clients. We are committed to integrity, transparency and excellence in everything we do.

 

Do you have questions about financial asset management or retirement plan management? We would welcome your inquiry. You can contact us online by clicking here or call 1-714-617-4394.