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Small Business Services
Tax Planning and Compliance
Management Consulting
Auditing and Review Services
Business Valuation and Litigation Support
Qualified Section 1031 Exchange Agent
Business Incorporation and Tax Registration
Personal and Business Financial Planning

 

PERSONAL AND BUSINESS FINANCIAL PLANNING

Our financial planning team, including a veteran affiliated Certified Financial Planner, will assess your portfolio and tailor a financial plan according to your own personal goals and objectives. Our services include:

Personal Financial Planning
bille@eastwoodandassociates.com

Business Financial Planning

  • Business Succession Planning
  • Buy/Sell Agreement and Funding
  • Retirement Plan Selection and Implementation
  • Lease vs. Buy
  • Obtaining Financing

 
 
 
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