Building Lifelong Relationships
To Make Sound Decisions Together

We believe everyone can live the quality of life they desire for themselves and their family, now and in the future. In fact, we believe you can create an extraordinary life beyond anything we can put on paper.

We help individuals, families and business owners aspire to this way of living by making sound financial decisions, preparing a complete financial plan and proactively managing your investments. We specialize in preparing you for a retirement, or work optional, lifestyle and keeping you comfortably retired with a lifetime income plan.

We work to make sure the journey is fun and full of laughter so you can focus on what really matters- living a long and healthy, purpose-filled life surrounded by the people, places and activities you love the most. 

Tim Evans, CFP® CLTC
Founder

We have fun while getting real and creating your dream.

Building Lifelong Relationships to Make Sound Decisions Together

We help you get crystal clear on what you want and then we make a plan to go after it.

Complete Financial Planning

We simplify your life by managing your retirement and investment accounts so you can spend time on what matters most. 

Proactive Investment Management

WE HELP CLIENTS PURSUE A BETTER QUALITY OF LIFE BY

DISCOVER AND CLARIFY VISIONS, GOALS, DREAMS AND OBJECTIVES

05

01

FINANCIAL POSITIONING AND DEBT MANAGEMENT

ESTATE PLANNING AND TRUST SERVICES

02

06

RETIREMENT AND INCOME PLANNING

03

INVESTMENTS AND WEALTH ACCUMULATION STRATEGIES

07

Working Together

TAX PLANNING

RISK MANAGEMENT AND INSURANCE

04

While every Client's needs are unique, we address the seven main areas of financial planning and investment management.

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Discover and Clarify Visions, Goals, Dreams and Objectives

We’ll help you get crystal clear and formalize what’s most important in your life so you can spend more time having fun with your family, friends and favorite activities. 

01

Financial Positioning and Debt Management

We’ll help you keep more of the money you earn by creating a budget, paying off debt, providing guidelines to spend wisely and answering financial questions you don’t know to ask.

02

Risk Management and Insurance

We’ll help you create a sufficient Emergency Fund and a plan to protect what’s most important in your life so you can rest and relax.

03

Investments and Wealth Accumulation Strategies

We’ll help you maximize your results and quality of life by organizing, diversifying and proactively managing your investments such as your stocks, bonds, mutual funds, annuities, real estate, business interests and children’s or grandchildren’s college account.

04

Tax Planning

We’ll help you and work with your accountant to minimize your taxes so you only pay your fair share and have no surprises at tax time.

05

Retirement and
Income Planning

We’ll help you open retirement accounts and design an income plan so you feel comfortable and confident pursuing a work optional or retirement lifestyle and enjoy those comforts for the rest of your life.

06

Estate Planning and
Trust Services

We’ll help you create a plan to age with independence, dignity and leave a legacy to your family and favorite charities.

07

The Client Covenant

At the heart of Eastwood Wealth is a list of six principles that are the foundation of who we are. We call these timeless values our Client Covenant.

The Client Covenant is where we come from and it illuminates our path forward. We are fiduciaries, in thought and deed. This means your best interests are our top priority.

our promise to you

Always tell the truth

Do the very best we can

Treat you and your family
as we do our own

Be confidential, objective and completely committed to the realization of your visions, goals and dreams

Be Good Stewards
In The Community

Challenge Our Most Deeply Held Convictions 

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connect with us

We’d love to have a conversation, 910-509-7123 

Thank you for reaching out, and we look forward to connecting with you and your family. We do our very best to contact you within 24 hours. If you don’t hear from us, unfortunately, we didn’t receive your message. Feel free to call us at 910-509-7123. Have a great day! Thank you, Tim

Welcome to Eastwood Wealth!  

Let’s Have A Conversation

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