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Retirement Plan Design and Stewardship Financial Plans That Stand the Test of Time Guidance to Help You Reach Your Destination Honesty, Integrity, Objectivity, Ethics

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
 
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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
 
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We offer numerous investment management platforms ranging from “in-house” portfolios of mutual funds to independent, institutional third-party money managers.

Investment Management
 

Helpful Content

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Overview of Medicare Advantage, what’s in them, special rules, and more.

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How Insurance Supports Your Financial Goals

How Insurance Supports Your Financial Goals

Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.

 

Tax and Investment Strategies: A Retirement Savings Roadmap

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See how long your current savings might last if a disability interrupted your income.

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See how your current savings rate and contributions may grow into retirement income.

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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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Stay Safe with a Business Owner's Policy

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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