With comprehensive services from tax advising and investment strategies, to wealth management and health and life insurance, an Eastown Financial Advisor can help you craft a clear plan for a financial life you can feel confident about. With a financial plan you can feel confident in, and a personal relationship with advisors who know you, you can focus on family, work, dreams, goals, or giving - the things you really care about.
You wouldn't go on a road trip without a map or build a house without a blueprint. Without a financial plan, you can lose your hard-earned money to unnecessary fees, tax burdens, or undue risk. Do you have the time to build and oversee a portfolio that will weather market conditions and keep your financial life on track?
You wouldn't go on a road trip without a map or build a house without a blueprint. Without a financial plan, you can lose your hard-earned money to unnecessary fees, tax burdens, or undue risk. Do you have the time to build and oversee a portfolio that will weather market conditions and keep your financial life on track?
Services
The IEP includes the month you turn 65 and the three months both preceding and following that month. The SEP opens at any time of year if and when you lose healthcare coverage. We can help you navigate finding new coverage under the many circumstances which an SEP applies. An SEP can happen at any time in a year if you need special coveage for marriage, death, the birth of children, or various other special circumstances.
Reviews (2)
David Oppenhuizen
Oct 30, 2020
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Positive: Professionalism, Quality, Value
Eastown Financial has done my business's tax return for several years now, and I really enjoy working with Dan Vandenberg. Good honest advice, he's responsive, professional, and knowledgeable. Their rates are fair and predictable (unlike other accounting firms I have worked with in the past).
Eastown Financial has done my business's tax return for several years now, and I really enjoy working with Dan Vandenberg. Good honest advice, he's responsive, professional, and knowledgeable. Their rates are fair and predictable (unlike other accounting firms I have worked with in the past).
Keith Koonmen
Jul 23, 2020
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