01. Why Choose Us
Beyond The Numbers…It might sound cliche, but we know it to be true…It’s not all about the money. It’s about the little things.
02. Who We Serve
We believe in creating a family-friendly environment for the many small-business owners we serve, and we truly value and care about deepening our relationships with them.
03. How We Work
Eastwood & Associates Wealth Strategies, LLC exists to help clients confidently navigate through the anxiety of planning for their futures.
At Eastwood & Associates Wealth Strategies, LLC, we are dedicated to developing lasting relationships with all of our clients.
We use a systematic, methodical approach when addressing key wealth management issues for your financial future to help you prioritize goals, services, and solutions.
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.
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.
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.
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.
In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA® recaps returns for February then discusses the Fed’s flight against inflation, fourth quarter earnings and where we see an opportunity for investors going forward.
A gap analysis can help you see if you’re still on track to pursue your financial goals.