For Business Owners and Executives


Safeguarding futures with Eastwood Financial 

In the ever-evolving realm of insurance, our expertise stands tall, backed by years of experience and a relentless commitment to optimizing and securing individual and business assets. We proudly cater to your business solutions through the following services: 

discussing financial options over graphs and documentsGroup and Executive Benefits

  • Crafting cost-efficient health care and benefit solutions that are mutually beneficial for employers and employees.
  • Carrier and Service for Successful Benefit Planning
  • Crafting top-tier benefits packages that lure and retain premier talent.
  • Bolstering your business's appeal with competitive benefits.
  • Strategically optimizing benefits for high-ranking executives in alignment with company objectives.

Qualified Retirement Plans

  • SEP IRA
  • 401(k) Plans
  • SIMPLE IRA
  • Profit Sharing Plans
  • Cash Balance Plans

Life Insurance

  • Ensuring the financial safety of loved ones, providing that invaluable comfort. 
  • Tailoring policies to cater to distinctive individual requirements.
  • Business Planning: Protecting your enterprise's longevity and stability.
  • Buy and Sell Protection: Safeguarding business continuity during unforeseen transitions. 
  • Appraising and refining existing insurance portfolios to match evolving circumstances.
  • Proposing necessary adaptations and additions.

Disability

  • Preparing for the unpredictable, with strategies to ensure your and your family's protection during unexpected challenges.
  • Offering tailored solutions to maintain financial stability.

Long-term Care

 

Annuities

  • Sculpting guaranteed income streams tailored for your retirement.
  • Matching products to your unique retirement objectives and risk temperament.

Financial Planning

  • Navigating your financial journey with meticulous, tailored strategies.
  • Assisting in pivotal decisions shaping your fiscal well-being.

Tax-Saving Strategies

  • Unearthing methods to alleviate present and future tax burdens.
  • Collaborating closely with tax specialists to ensure maximum savings.

 

In every service we render, our primary ambition remains consistent – to shield our clients from life's uncertainties and set them on a trajectory rife with prospects.
 

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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