Bob Donaldson Email & Phone Number

Financial security is a means to support an end. A quality life.Feeling the struggles of my father’s sacrifice and lifelong hard work, burned in me a desire to find answers to what habits lead to a better quality of life. It crushed me to hear him regret settling for survival simply for not knowing any better. I vowed to find clearer answers.Most agree life balance usually involves the 5 “F’s”. Family, Faith, Friends, Fitness, and Financial. Physical and financial fitness are the means to increase the emotionally satisfying quality of our possible relationships with family, faith, and friends. After all, what matters most is not where we are, but who we’re with, and the quality of those relationships.Each of those 5 F's consume time. And none can be delegated, except some of the financial work.Advisory Group West provides concierge financial advisory services that educate, plan and collaborate with your efforts to integrate smart financial choices. Highly effective people and families can be so busy with career enhancement, researching for ‘right’ investments, finding the ‘best’ insurance products, trying to coordinate investment plans with retirement income plans and employee benefits, and deal with estate issues, etc.. it’s easy to forget your original intention is to live a fulfilling life with the people you care about.You're not alone. You don't have to be 'super person' trying to undertake a new career like financial planning that can take a lifetime to master. This what we do. Day in, day out since 1977. We serve to heighten your awareness that each every effort you make, every asset you own, and every resource your direct can be integrated for a 'multiplier effect' on your progress.You'll discover that aligning choices with your priorities, should also incorporate meeting the unique terms and conditions that define a quality of life for you.Intelligent decision-making processes should have you operating proactively toward your quality life, not reacting to hunches, life's curve balls, or “black swan” events. That's what we do.Our most fulfilling reward is hearing clients tell us how they not only learned to organize, prioritize and optimize their assets, but most importantly, that they gained the most precious commodity, time. Quality time. To learn more.Call 818-241-9061 ext:114Or you may enjoy watching this free 10 minute video on How to Maximize Your Retirement Readiness.Click below.

Listed skills include Asset Protection, Tax Efficient Cash Flow, Risk Managed Investments, Estate Planning Expert, and 7 others.