At Eastgate Financial Group, we believe that a well-defined process, diligently executed and continually refined, is key to financial success. We deliver comprehensive wealth management through a collaborative planning process. This process is also the framework by which we define, build and strengthen our client relationships. The nature of these relationships is rooted in partnership: we value people, not transactions. Partnership relies on a strong level of mutual trust. We strive to earn and maintain that trust through straightforward, transparent and honest communication.
We have outlined the six steps of our process below.