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.

Ready to learn more? Read my LinkedIn blog or contact me today to schedule a no-obligation appointment to explore how I can help.


Fee Structure:

Kaiser Permanente clients receive Comprehensive Financial Planning (retirement planning, estate planning guidance, investment advice, etc.) for one-set fee of 0.5%-0.75%, depending on how assets are held annually. Fees are assessed on Assets Under Advisement. We also offer an annual retainer to KP associates for a flat fee of $1,200 per year, for the 3 years they’re associates and the first two years they are a partner. There is also a one-time $800 Financial Planning fee, though you will get a complete written financial plan annually.