Wealth Management
We use a systematic, methodical approach when addressing key wealth management issues for your financial future to help you prioritize goals, services, and solutions.
Tax-Advantaged Planning
We apply our knowledge in financial and tax services to ensure your wealth management plan is operating in the most tax-optimized manner possible.
Business Succession Planning
Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to their businesses when they retire.
Investment Planning
Eastwood & Associates Wealth Strategies, LLC will help you understand your investment risk tolerance, continually determine your asset allocation needs and recommend the appropriate investment path to protect your wealth and reach your goals.
Retirement Planning
Whatever your vision of retirement is, diligent planning and goal setting are necessary for your retirement if you want those years to live up to your expectations.
Insurance Planning
Illness and injury can happen to anyone. If you’ve planned for this possibility, it’s necessary to review your plan and account for any recent life events that have impacted you.
