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
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
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
Tips for Improving Your Financial Health into Retirement
Here are ten key steps to help improve your financial health and make the most of your retirement years.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Your 4% Withdrawal Strategy May Not Be Enough
Get the Tax Guidance You Need to Help Live the Retirement You Desire
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Saving for College 101
Here's a crash course on saving for college.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.