Our Services

Solutions Tailored to Your Priorities



The Asset Protection Cost Reduction Analysis

  • Cash reserves to help reduce traditional insurance costs
  • Reduction of cash management costs
  • Asset protection using statutory and/or titling options
  • Emergency liquidity options
  • Reducing elder care costs - the largest uncapped financial liability
  • Survivorship income and care provisions
  • Cost containment for auto/home insurance costs
  • Smart social security claiming strategies

The Tax Efficient Cash Flow Gameplan

  • Risk management
  • Flexibility & Liquidity
  • Complexity/Simplicity
  • Risk/Return expectations
  • Tax efficiency & cost containment
  • Your "sacred cows" & your "taboos"
  • Your time and energy





The Risk Managed
Growth Portfolio Management Process

  • Risk management - risk/return expectations
  • Inflation protection
  • Risk/return expectations
  • Tax efficiency & cost containment
  • Flexibility & Liquidity
  • Complexity/simplicity
  • Your prejudices and preferences
  • Your time and energy

The Estate Preservation and
Asset Transfer Prescriptions

  • Flexibility
  • Risk management
  • Timing
  • Complexity/simplicity
  • Tax efficiency & cost containment
  • Responding to change
  • Management succession
  • Prejudices and preferences



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.