Understanding Today’s Financial Environment
Welcome to Eastman Financial, LLC, a 401k plan advisor, investment management and financial planning firm based in Atlanta, GA. We understand both small businesses and individuals face a unique set of challenges in preparing for retirement and protecting their assets. As a Chartered Retirement Plans Specialist, Certified Financial Planner, and Registered Representatives of Cetera Advisors LLC, we’re uniquely qualified to help small businesses and individuals attain their retirement goals.
Whether your goal is providing a “Best in Class” retirement plan for employees, managing investment risk, or creating a retirement income stream you can never outlive, our goal is to help you achieve your goals.
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While a company retirement plan is one of the best benefits you can offer to attract and retain a quality workforce, it also carries a serious fiduciary duty that requires effective plan governance.
Retirement Plans for Small Businesses
Effective financial planning is much more than savings and investments. It requires developing a strategy based on a careful assessment of future needs and goals that will weather changing economic conditions, volatile markets, and stand the test of time…
Financial & Retirement Income Planning
We offer numerous investment management platforms ranging from “in-house” portfolios of mutual funds to independent, institutional third-party money managers.
Investment ManagementHelpful Content
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.