Our Services

COMPREHENSIVE WEALTH MANAGEMENT SERVICES

Investment Planning

  • Portfolio reviews
  • Asset allocation strategies
  • Time horizon calculations
  • Withdrawal strategies
  • Investment Policy Statements
  • Stock concentration and diversification1

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

Individual Retirement Planning

  • Retirement goal setting
  • Social Security and Medicare
  • Business planning
  • IRA contributions
  • Employer-sponsored plans and 401(k)s
  • Annuities and pensions
  • RMDs and withdrawal strategies
  • Self-employed retirement plans

Risk Management and Insurance

  • Policy reviews
  • Life insurance
  • Long-term care insurance
  • Disability insurance
  • Medicare Supplements

Cash Flow and Budgeting

  • Income sources
  • Expenses and budgeting
  • Debt management
  • One-time expenses
  • Planned large expenses
  • Emergency funding
  • Dollar cost averaging
  • Mortgage review

Assistance to Loved Ones

  • Gifting
  • Education planning
  • Caring for elderly
  • 529 college savings plans
  • Roth IRAs for children
  • UGMA/UTMA

Income Tax Planning*

  • Cost basis reviews
  • Realized gains reviews
  • Tax-loss harvesting
  • Potential Roth conversions

Business Solutions

  • Employer-sponsored plans and 401(k)s
  • Key-employee insurance
  • Buy-sell agreements
  • Executive bonus plans
  • Succession planning
  • Group health, disability and life insurance

1. Diversification does not guarantee profit or protect against loss in declining markets.

* Eastgate Financial 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.