About My Practice
Independent, fee-based provider of strategic financial planning and wealth management services to individuals and small businesses. We strive to provide the highest standard of service and integrity in the financial planning profession. We take the time to listen to, and understand, each client's unique goals and needs before offering advice or making recommendations.
Services for individuals include investment management, asset allocation models based on the principles of Modern Portfolio Theory, retirement planning, pension/401K rollovers and income distribution modeling using Monte Carlo simulation, estate planning, financial risk management, and wealth accumulation and protection strategies.
Services for small businesses include retirement plan design, Individual 401(k) and 412 (i) plans, fiduciary reviews of ERISA qualified plans, retirement plan analysis, non-qualified executive benefit plans, and business continuation and succession planning.
As CERTIFIED FINANCIAL PLANNER professionals, you can be confident in our knowledge, experience, and integrity. As independent, fee-based planners and managers, you can be confident our advice and recommendations will be objective and free from conflicts of interest. As investment advisor representatives, we have a fiduciary duty to place the interest's of our clients first and foremost. And through our strategic alliances with the global leaders in financial services, our clients gain access to some of the best financial resources available.
Please visit our website at www.eastmanfinancial.com for additional information.
Offering strategic financial planning and wealth management to individuals and small businesses since 1999. Over 24 years experience in financial planning, economic analysis, strategic planning, and capital budgeting with Eastman Financial Management, AXA Advisors, LLC, and Phillips Petroleum Company.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 65, 66
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other -
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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