Professional Alliances

Coordinated Financial Solutions

In addition to the menu of services that we provide, Eastgate Financial Group offers estate planning, income tax planning and property/liability insurance as concierge services. We coordinate your estate plan, income tax plan and property/liability insurance with other members of your advisory team, such as your attorneys, accountants and insurance professionals. We also hold regular meetings to ensure that all estate planning, income tax planning and property/liability insurance is well-coordinated and implemented.

Estate Planning*

  • Wills
  • Powers of attorney
  • Living wills
  • Health care proxy trusts
  • Irrevocable life insurance trusts
  • Estate taxes
  • Guardians for minor children
  • Charitable giving and trusts

Risk Management and Insurance

  • Health insurance
  • Homeowner’s or renter’s insurance
  • Liability coverage