Thoughtful financial planning for a well-balanced life
1. TALK WITH AN
ADVISOR WHO CARES
Let’s face it. Money is personal. Healthy financial planning requires personal conversations. You can’t have that with a robo-advisor. At Eastown Financial Advisors, there are no robots, only humans who care.
2. GET A CLEAR PLAN FOR A HEALTHY FINANCIAL LIFE
With comprehensive services from tax advising and investment strategies, to wealth management and health and life insurance, an Eastown Financial Advisor can help you craft a clear plan for a financial life you can feel confident about.
3. NOW FOCUS ON THE THINGS YOU REALLY CARE ABOUT
With a financial plan you can feel confident in, and a personal relationship with advisors who know you, you can focus on family, work, dreams, goals, or giving — the things you really care about.
How much does it cost to
NOT have a financial plan?
LOST MONEY
You wouldn’t go on a road trip without a map or build a house without a blueprint. Without a financial plan, you can lose your hard-earned money to unnecessary fees, tax burdens, or undue risk.
LOST OPPORTUNITY
Do you have the time to build and oversee a portfolio that will weather market conditions and keep your financial life on track? We do! That’s our job: crafting and monitoring your financial plan so you can get on with your life.
LOST PEACE OF MIND
You’re not actually working for money— you’re working for what your money will do for you. You’re working to take care of your family, to secure your retirement, to save for big plans and dreams. Those are pursuits worthy of thoughtful planning.
Our Commitment to you
and every client:
WE ARE
Transparent.
No awkward conversations here! Honesty builds trust — that includes being completely up-front about our fee structure and service pricing.
WE ARE
Honest.
We’re serious about our fiduciary duties and committed to acting in your interest ahead of our own. We have deep roots in this community and take great pride in caring for its people.
WE ARE
Responsive.
We answer our own phones, return calls promptly, meet deadlines, and honor commitments because we want you to spend your time on things you care about, not trying to reach your financial advisor.
Good question! We get that one a lot.
I THINK I COULD (SHOULD) BE ABLE TO DO THIS BY MYSELF.
You earned your money by being good at your job. Financial advising is OUR job — we have over 40 years of collective experience helping people manage their financial lives. Let us use our experience and expertise to help you actually have a plan instead of just wishing you had a plan.
I'M NOT SURE I CAN TRUST SOMEONE WITH MY MONEY
We get it. Trusting your goals and dreams, your family and your retirement to someone is a big deal. You want to work with someone who wants those things for you too — not someone who just wants to sell you services or collect fees. That's why working with a fiduciary advisor like us is the right choice. We are legally obligated — and ethically committed to — working on your behalf.
I THINK I HAVE ENOUGH MONEY. I'M JUST NOT SURE HOW TO TURN IT INTO THE LIFE I WANT.
What really makes us get up in the morning is helping you use your money to get the life you really want. Whether you want to secure your retirement, care for your family, achieve a big dream, or do some powerful charitable giving, we can help you get what you really want from your money: a well-balanced life.
