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FINANCIAL SERVICES
Eastwood and Associates, Wealth Strategies, LLC, offers a wide range of services and solutions for business owners, individuals and families. The Organization is managed by Bill Eastwood, a Certified Financial Planner™ who has been assisting individuals with their planning needs for 13 years. Bill is a graduate of the University of Florida and has been a resident of Brevard County since 1993.
Bill works with a team of professionals in the areas of taxation, law and insurance to ensure that your custom designed plan meets the needs of you and your family.
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INVESTMENT PLANNING
Integrated Asset Allocation and Portfolio
Design
Customized Asset Management Programs
Diversification Strategies
Alternative Investments
TAX PLANNING
Income Tax and Estate Tax Planning
Tax-Advantaged Investing
Charitable Planning
INCOME PROTECTION AND
ASSET PRESERVATION
Long-Term Care
Disability Protection
Income Replacement
Creditor Protection
RETIREMENT PLANNING
IRA Rollover and Distribution Planning
Income Projection Analysis
Fixed Income Strategies
Qualified Plan Design and Compliance
BUSINESS PLANNING
Business Succession
Buy-Sell Agreements
Non-Qualified Retirement Plans
Key Employee Retention |
ESTATE PLANNING
Wealth Transfer and Tax Reduction
Charitable Giving
Trust Services
INSURANCE
Life Insurance Analysis and Design
Long-Term Care
Disability Protection
EDUCATION PLANNING
Coverdell Education Savings Accounts
529 College Savings Plans
Uniform Gift to Minors Act/Uniform
Transfer to Minors Act Accounts
Trust Services
SPECIAL SITUATIONS
Divorce
Incapacity and Control of Assets
DEBT MANAGEMENT
Creditor Protection
Efficient Credit Management |
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CONTACT
Eastwood & Associates, Wealth Strategies, LLC
3210 North Wickham Road, Suite 4
Melbourne, FL 32935
William Eastwood, CFP®
Certified Financial Planner™
Phone: (321) 757-3323
Toll Free: (800) 757-9272
Fax: (321) 757-0553
Email: bille@eastwoodandassociates.com
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC
Investment advisory services offered through 1st Global Advisors, Inc.
Insurance services offered through 1st Global Insurance Services, Inc.
1st Global currently has individuals licensed to offer securities in the states of
CA, FL, GA, HI, MA, MD, MI, MT, NC, OH, PA, SC, TX and WA. This is not an offer to sell securities in any other state or jurisdiction.
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