Eastman Financial, LLC
Eastman Financial, LLC is an independently managed retirement plan consulting and financial planning firm dedicated to serving individual and small business clients of all sizes. Our firm was founded to provide independent, thoughtful and objective retirement plan design and stewardship, investment management, individual financial planning strategies that can stand the test of time.
The firm’s founder and President, Joel E. Lorden, CFP®, CRPS® is a CERTIFIED FINANCIAL PLANNER™ , Chartered Retirement Plans Specialist™, and Investment Advisor representative of Cetera Advisors LLC, one of the leading independent Registered Investment Advisors and broker-dealers in the U.S. Joel works closely with the firm’s strategic partners to provide each client a customized solution to their retirement plan, financial planning, and/or investment management needs. Clients can be confident in Joel’s knowledge, integrity and experience.
Eastman Financial, LLC was built on the principles of;
- Independence, integrity and objectivity
- A fiduciary duty to serve the best interests of each client
- Commitment to excellence, and
- Prudent, disciplined financial planning and investment management processes.
Our goal is to provide clients with the wisdom and guidance to help them pursue their financial goals. Our independence and fee-based philosophy helps ensure the advice and analysis we provide our clients is objective, unbiased, and free from the issues inherent in so many other financial firms. At Eastman Financial, LLC, the best interests of each client really do come first.