OUR PROCESS

 

 

Please click each section to the right for a description of our unique process to help you organize, prioritize and optimize your financial life.

Where you are.

Get Organized

Step 1
Organize

Where you want to go.

Prioritize

Step 2
Prioritize

How to get there.

Time to Optimize

Step 3
Optimize

 

 

ADVISORY GROUP WEST
330 N. Brand Blvd., Ste. 910
Glendale, CA 91203

 Map

 (818) 241-9061 xt.114

 (818) 241-9062

 e-mail: Derek@AdvisoryGroupWest.com


©2010 – 2018  Advisory Group West

Policy

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.