Pacific West Securities, Inc. - Pacific West Financial Group is a financial services organization serving the requirements of financial representatives and their clients primarily located in the Western United States. Since 1972, Pacific West has been successful by providing quality products and services specifically designed to meet clients' financial needs.


Financial Planning Association - The Financial Planning Association is the membership organization for the financial planning community. It was created when the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) unified on January 1, 2000. Members include individuals and companies who have contributed to building the financial planning profession and all those who champion the financial planning process.


CFP Board of Standards - The CFP Board is a nonprofit professional regulatory organization founded in 1985 to benefit the public by fostering professional standards in personal financial planning.


Realtors Land Institute - The REALTORS® Land Institute is an affiliate of the 700,000 - member National Association of REALTORS®. It is the only branch of the REALTOR® family focused on land brokerage transactions of five specialized types: (1) farms and ranches; (2) undeveloped tracts of land; (3) transitional and development land; (4) subdivision and wholesaling of lots; (5) site selection and assemblage of land parcels. Originally named the Institute of Farm Brokers, it was organized in 1944, and has been dedicated for over five decades to improving the professional competence of its members in land brokerage. In addition to brokerage of the five main types that are unique to the Institute, its individual members frequently engage in other land specialties such as agribusiness, appraisal, consulting and management.


First Trust Corporation - First Trust, founded in 1962, is the nation's largest independent trust company for self-directed retirement plans. Located in Denver, Colorado, First Trust administers more than 217,000 IRAs and business retirement plans with more than $17.62 billion in assets.


Lincoln Trust Company - Lincoln Trust - For more than 40 years, Lincoln Trust has been committed to providing the finest trust services available. We work directly with you or your advisor, if you choose to use one. We support retirement and savings programs with a full line of administrative services. We make it easy for our clients to diversify their accounts by offering a wide range of investment possibilities and choices.


Renaissance, Inc. - Like our peers and customers in the charitable planning profession, Renaissance’s mission is to increase the quantity and quality of philanthropy in this country. To help people recognize the existence of, gain control over and effectively direct their personal social capital.


National Heritage Foundation - The purpose of the National Heritage Foundation is to conduct project activities that in the opinion of its Board of Directors tend to restore, maintain and extend our national heritage in the United States and the national heritage of cooperating countries throughout the world.


Carrol & Associates - Their goal is to work with selected highly professional, motivated life insurance agents and financial planners, in order to maximize the sale of quality life, annuities, disability income, long term care, and critical illness policies.


HIAA Guide to Long-Term Care Insurance - The Health Insurance Association of America (HIAA) is the nation’s most prominent trade association representing the private health care system. Its 294 members provide health, long-term care, dental, disability, and supplemental coverage to more than 123 million Americans. It is the nation's premier provider of self-study courses on health insurance and managed care.


American Health Care Association - The American Health Care Association (AHCA) is a federation of 50 state health organizations, together representing nearly 12,000 non-profit and for-profit assisted living, nursing facility, and subacute care providers that care for more than one million elderly and disabled individuals nationally.


REBAC - (Real Estate BUYER’S AGENT Council) is North America’s largest association of real estate professionals focusing specifically on representing the real estate consumer. There are more than 33,000 active members of the organization throughout the United States and Canada. REBAC awards the ABR® and the ABRM designations.


Morningstar - Stock Market Reports, Analyst updates, Investment Answers.


Michael W. McGreaham - Attorney at Law - The materials and information contained on this web site are intended to provide information (not advice) on estate planning issues. You should not act upon this information without consulting with legal counsel. Transmission and receipt of materials provided by this website is not intended to create an attorney-client relationship. Sending e-mail to this firm or to an attorney at this firm will not create an attorney-client relationship.
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Investment Advisor Representative with Pacific West Financial Consultants, Inc.


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