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
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Eight Ideas for Smarter Holiday Shopping
Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.
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Cancer Happens: Insurance Can Help Fortify Your Finances
Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.
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Concerned About Cyberattacks? The Threat Is Real
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.