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
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
A Quick Guide to Charitable Trusts
Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Planning, Saving, and Spending Over a Lifetime
Are you reactive or proactive in your finances? Take control with our step-by-step savings guide.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.