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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HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
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Home Appliance Economics
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
Calculators
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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.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.