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Case StudyBrevard County Dentist with multiple locations: "My first CPA was meeting the bare minimum of what I expected. My accounting and tax work was often late.
They couldn't help me when I wanted to make changes to our existing retirement plan. For the money I was paying them, I expected to have a relationship - |
Wealth Management
Eastwood and Associates, Wealth Strategies, LLC, an affiliated company of Bouvier & Associates, 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 since 1994.
Bill is a graduate of the University of Florida and is a long-time resident of Brevard County. He 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.
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
For more information 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:
Securities offered through 1st Global Capital Corp. Member , SIPC
Investment Advisory services offered through 1st Global Advisors, Inc.
Insurance services offered through 1st Global Insurance Services, Inc.
We currently have individuals licensed to offer securities in the states of CA, FL, GA, MA, MD, MI, MT, NC, OH, OR, PA, TN, VA & WA.
American Institute of
Certified Public Accountants
is the national professional organization for CPA's. It provides its members with professional resources, information, education, leadership, and guidance.
The Florida Institute of
Certified Public Accountants
is the state organization for CPA's. The FICPA sponsors continuing professional education (CPE) opportunities throughout the state. It works in partnership with the AICPA to support the accounting profession.
Our memberships in these professional associations enhance and underscore our commitment to the highest standards of our profession. All of our professional staff attend a minimum of 40 hours per year of continuing education to keep our knowledge base up-to-date and accurate.
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