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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
 

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Choosing a Mortgage

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Estate Strategies of the Rich and Famous

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Simple 401k

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

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

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Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

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Work backwards from your savings goal to find the rate of return you'd need to get there.

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Compare the long-term financial outcomes of renting versus buying a home.

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

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How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

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Check out this video to begin separating fact from fiction.

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A Bucket Plan to Go with Your Bucket List

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Consider These 3 Things Before Driving Off the Lot

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