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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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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More Newsletters

Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators