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 ManagementHelpful Content
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Why You Should Invest in Your 401(k)
Did you know that your savings can compound over time?
A Quick Guide to Charitable Trusts
Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
View all articles 
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
View all calculators
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.