Market analysis

Wow, you’ve come a long way. First we helped you organize your vision, direction, values, and assets to find exactly where you are and where you want to go. Then we prioritized your financial life to make sure you are prepared for the journey. Now it’s time to hoist the anchors, cast off and set sail. To do that, we must optimize all the information in the first two steps and turn them into actionable tasks. Please see Our Services page for more detail on this. By optimize, we mean to make sure all the strategies and tactics we will need to employ are working together in perfect harmony. We want to dovetail every action so we reduce conflicts, friction and redundancy for optimal efficiency and thereby limit our exposure to hazards and unexpected turns. We want well aligned sails, and no barnacles please.

The blue print has been drawn. The map has been plotted. Now we put it all into practice, stay the course, and depart towards your destination. Happy sailing!

Please contact us to schedule a free personal one-on-one appointment and begin this exciting voyage.


330 N. Brand Blvd., Ste. 910
Glendale, CA 91203


 (818) 241-9061 xt.114

 (818) 241-9062

 e-mail: Derek@AdvisoryGroupWest.com

©2010 – 2018  Advisory Group West


Robert Donaldson (CA Insurance License #0541081) is a Registered Representative and Investment Adviser Representative with/and offering securities and advisory services through Commonwealth Financial Network, Member FINRA / SIPC, a Registered Investment Adviser. Additional advisory services offered by Advisory Group West, a registered investment adviser, are separate and unrelated to Commonwealth.

This communication is strictly intended for individuals residing in the states of AZ, CA, FL, HI, LA, NY, TX, UT, WA.