Eastwood Wealth
Investing
Why pick this one
Eastwood Wealth combines retirement-focused financial planning with proactive management of stocks, bonds, mutual funds, annuities, real estate and business interests.
Best for
- people planning for retirement and future income
- clients seeking coordinated financial planning across investments, taxes, insurance and estate planning
- investors wanting proactive management across multiple asset types
- families planning inheritances, trusts or charitable legacies
Specialties
- retirement and income planning
- investment organization, diversification and proactive management
- wealth accumulation strategies
- estate planning and trust services
- tax planning
Certifications
- CFP®
- CLTC
What makes them different
- Retirement-focused financial planning designed to support retiring comfortably and staying comfortably retired
- Proactive management of stocks, bonds, mutual funds, annuities, real estate and business interests
- Planning addresses seven areas: goals, debt, risk, investments, taxes, retirement income and estate planning
- Coordinates with a client's accountant on tax planning
- Provides estate planning and trust services focused on independence, dignity and legacy planning
Distilled from this business's own website.
Contact & Location
- Address
- 1213 Culbreth Dr, Wilmington, NC 28405
- Phone
- +19105097123
- Website
- https://eastwoodwealth.com/
- HELLO@eastwoodwealth.com
Services
- complete financial planning
- retirement planning
- investment management
- debt management
- risk management and insurance planning
- tax planning
- estate planning