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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

Annuity Comparison

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

What Is My Net Worth?

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Social Security Tax Estimator

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

Debt Stress

There’s a link between debt and stress.

Prepare for Unexpected Expenses in Retirement

Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

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Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Rightsizing for Retirement

What does your home really cost?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Acres of Diamonds

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

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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