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
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Glossary of Scam Terms
A helpful glossary of current scams.
Building a Plan: Tax Strategies for Retirement Income
Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?