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.Contact Us
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 Management
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
There are common mistakes you can avoid when saving for retirement.
Tax preparation may be the perfect time to give the household budget a check-up.
Can you keep up with your children’s mobile slang?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Here’s a guide to explain all the parts of Medicare.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, cracking the code on bonds.
There are a few things to consider when buying or leasing your next vehicle.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you have causes that you want to support with donations? Here are three tips.
Why are 401(k) plans, annuities, and IRAs so popular?