EAG Financial & Insurance Services

Welcome to our Web home!

We invite you to look around our web home and take advantage of the wealth of information we have provided for you. Our belief is that the first step in the financial planning process is education and we hope our website becomes a valuable resource for you and your planning needs.

At Elite Advisory Group, we are here to help you on your financial journey. We are believers in life-stage planning and whether you are planning for your first child or your 15th grand-child we want to be there to help you every step of the way. We specialize in retirement planning, college funding, risk management and estate planning.

We are proud to be a part of the Huntington Beach and greater Orange County community. Our staff is all SoCal natives and we have deep community roots here in HB and OC.

Please take a moment to browse our site and learn more about our team and our financial planning process. If you have any questions, please give us a call, shoot us an e-mail or drop by our HB office. We look forward to seeing you soon.

Kalem Mackey

President

p.s. Don't forget to bookmark this page!

Newsletters

How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

Lease Payment

How much would your monthly lease payment be?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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