Eagle West Group
At Eagle West Group, I focus specifically on helping Kaiser Permanente Physicians and their families live better, healthier financial lives. As the spouse of a Kaiser Permanente physician, I’ve spent countless hours researching the many layers of Kaiser’s financial programs, including the Common Plan, the Keogh Plan, and various aspects of life insurance. By bringing together that deep knowledge of Kaiser’s complex benefits plan and my years of experience as a Certified Financial Planner™ (CFP®), I am able to offer unique insights to help you and your family make benefit elections and financial decisions to help grow and protect your wealth.
In my experience, busy physicians find it challenging to make time for financial planning. And yet, just as your patients require regular care, your finances require consistent attention to achieve optimal health. To make the process as easy as possible, I am happy to meet at your Southern California office, medical center, or home. For Kaiser Permanente Physicians outside Southern California, I’m happy to meet via Skype.
- Services: Financial planning, investment management (Kaiser Permanente Physicians only)
- Fee Structure: Flat-fee, AUM fee
- Location: Culver City, CA
- Eagle West Group Application, ADV2
- Website, [email protected], (310) 292-5902
Kaiser Permanente clients receive Comprehensive Financial Planning (retirement planning, estate planning guidance, investment advice, etc.) for one flat fee of 0.5%-0.75%, depending on how assets are held annually. Fees are assessed on Assets Under Advisement.
We also offer introductory pricing for early-career KP associates with investable assets under $400,000. Available during the 3 years as associate and the first two years as partner, we charge an annual retainer of$1,200, plus a one-time Financial Planning fee of $800 that includes a complete written financial plan annually (the annual planning fee is waived). Clients transition to the standard fee model when assets exceed $400,000 or following their second year as a SCPMG partner, whichever occurs first.