offers Holistic Wealth Management Plans for small business owners, groups, and individuals. We specialize in helping individuals with their retirement plans, as well as helping public, private, and non-profit employers design and manage cost-effective retirement plans. For three decades, Eagle Wealth Management Group has repeatedly demonstrated an impressive degree of expertise and versatility. Ou
r focus is on helping our clients build retirement plans as the cornerstone of a well-balanced strategic investment portfolio. We bring exceptional experience and counsel to coordinating and simplifying your investments. We develop a flexible roadmap to help you navigate the investment world in this time of constant change. Our proprietary process provides a framework for in-depth strategic analysis while allowing the flexibility to bring creativity and new thinking to each plan. Retirement Planning is our business, so keeping current with financial industry news is essential to making informed, strategic decisions. Our team stays engaged and informed throughout the year by attending financial planning seminars. These seminars ensure that both Eagle Wealth Management Group and our clients stay knowledgeable and up to date on the latest developments impacting the financial industry today. Our approach seeks to ensures success for our clients. Our planning process tailors and addresses each group or individual’s needs and goals. Doug holds Series 6, 7, 24, 63 and 65 Securities Licenses, along with a California Life and Health Insurance License. OUR MISSION:
Our mission is to develop and nurture long-term relationships with our clients by offering Holistic Wealth Management Plans for groups and individuals. We define the ideal client as being passionate about their goals, ready to hear the truth, willing to accept advice, and comfortable with paying a fee. We recognize the importance of helping you understand our fee structure so we can establish a working relationship that is founded on value and trust. OUR VISION:
Our gratification is derived from seeking to provide meaningful and prudent Holistic Wealth Management services that make a positive contribution in the lives of the individuals we have the privilege of serving. OUR CORE VALUES:
Our business is defined by our core values. This is what our clients can look to receive from us:
• Integrity
• Knowledge
• Expertise
• Ingenuity
• Prudent Judgement
• Exceptional Service
• Superior Value
OUR PROMISE:
We are committed to helping provide exceptional financial planning services that may lead to improvements in your financial life. We are friendly and make our clients feel welcome. We anticipate, understand and may meet our client’s needs and expectations. We listen to you attentively. We believe that the most important relationship in our business is the bond of trust between you and your financial advisor. Our actions reflect the highest ethical and professional standards, based on openness, honesty, and integrity. We conduct ourselves professionally and in a way that creates confidence in our skills to excel in representing your financial future. We seek to bring exceptional experience and counsel to coordinating and simplifying your investments. Knowing what investments you have and why you have them is emphasized and shared. We seek to provide the most contemporary, advanced, innovative financial solutions. We look to provide an exceptional experience and superior value. We Provide Comprehensive Retirement Planning:
• 403(b)(9) Groups and Individuals
• 403(b)(9) Church Plans
• 457 Deferred Comp Plans
• 401k Plans
• Defined Benefit Plans
• NQDC - Non-Qualified Deferred Comp Plans
• Simple IRA and SEP IRAs
• Qualified Plan Rollovers
• IRAs (Traditional and Roth)
• 529 College Savings Plans
• Individual Stocks
• Mutual Funds / EFTs
• REITs, Partnerships, 1031 Exchanges
• Bonds (Government and Municipal)
• Annuities
• Life Insurance
• Living Trust & Will Coordination
ABOUT DOUG EAGLE, PRESIDENT & REGISTERED PRINCIPLE:
Doug is the President and Registered Principal of Eagle Wealth Management Group, Inc. He is a Registered Investment Advisor through Concorde Investment Services. He also holds Series 7, Series 24, Series 63, and Series 65 Securities Licenses, along with a California Life and Health Insurance License (CA Insurance Lic. ). For over twenty years, Doug has built a following of loyal clients who on his experience to lower their taxable incomes and build their financial resources. He specializes in using retirement plans as a foundation to build their financial net worth. With an in-depth understanding of the varied retirement options available, he has guided individual investors and large companies in creating robust retirement plans for themselves and their employees. Using a conservative financial strategy designed to deliver value over the long-term. Eagle Wealth Management Group has built an individual client base that consists of friends, family, referrals, and their generational circles. Doug is grateful to serve as a trusted referral from an existing client who knows he will provide outstanding help and guidance. The group plan client base consists of businesses, non-profit organizations and many from the faith-based community, as well as referrals from both. Prior to founding Eagle Wealth Management Group, Doug was a Police Officer for the San Diego Police Department. Their motto, to “protect and serve” is in Doug’s DNA. Doug has built Eagle Wealth Management Group on teamwork, tenacity, investigation and initiative. His mission is to protect and serve both group and individual clients from poorly designed plans, poor investment choices, lack of attention to market conditions, misunderstandings of government regulations, and high fees. Doug provides personalized service and demonstrates genuine care and concern for his clients’ financial future. He brings exceptional experience and counsel to coordinating and simplifying your investments. Doug firmly believes that each client is unique and utilizes an individualized approach in his financial planning services. Doug is personable and attentive to each client’s needs. It is these attributes that make him a well-respected Financial Advisor among his colleagues. He is a tenacious advocate and tackles financial opportunities with determined resolve. OUR LOCATION:
28212 Kelly Johnson Parkway, Suite 175
Valencia, CA 91355
Phone: (661) 257-9800
Fax: (661) 257-9805
E-mail: [email protected]
Mon-Fri: 8:00 AM - 4:00 PM
Sat: By Appointment
SECURITIES STATEMENT:
Advisory services offered through Eagle Wealth Management Group, Inc. (EWMG) with Insurance products offered through Eagle Wealth Insurance Agency (EWIA). Eagle Retirement Plans Inc. (ERP), Eagle Wealth Management Group Inc. and Eagle Wealth Insurance Agency are affiliated. Registered Representative and securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. EWMG, ERP and EWIA are Independent of CIS, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. The information available on third-party sites is for informational purposes only. You can check the background of your financial professional on FINRA's BrokerCheck at https://brokercheck.finra.org. https://www.sipc.org/
https://www.finra.org/
