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
6 Smart Wealth-Building Money Habits to Start Early
Learn 6 smart money habits that can help you save more, spend wisely, and start building wealth now.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
What You Need to Know About Socially Responsible Investing
Grow wealth and do some good? It’s possible with a dedicated SRI strategy.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Rollover Unused 529 Funds to a Roth IRA
The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
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.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?