Event Registration
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

Seminars & Workshops

Call: 1-800-769-9731

At Wealth Financial Group West, Inc. we know that the last several years have brought instability, questions and fear to most investors. For those with these concerns, the big question is not should you do “something” different, but rather who should you TRUST to do that “something” with? Are there ways to shield your wealth from loss AND grow it to at least outpace inflation?
 
Our complimentary dinner seminars are designed to offer you a no-stress, relaxed way to determine if a relationship with our staff might be in your best interest. Frequent seminar topics include: asset allocation, income and tax planning, medical, long term care preparation and investing. Come join us.
 
Here’s our schedule of upcoming events. To register right now for a seminar, call 1-800-769-9731
or
click here.

 
 
May 2, May 7, May 16, May 22, May 30,
June 4, June 20, & June 25
Maggiano’s Little Italy – Costa Mesa

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