Tim Evans, CFP® CLTC
We have fun while getting real and creating your dream.
We help you get crystal clear on what you want and then we make a plan to go after it.
We simplify your life by managing your retirement and investment accounts so you can spend time on what matters most.
DISCOVER AND CLARIFY VISIONS, GOALS, DREAMS AND OBJECTIVES
FINANCIAL POSITIONING AND DEBT MANAGEMENT
ESTATE PLANNING AND TRUST SERVICES
RETIREMENT AND INCOME PLANNING
INVESTMENTS AND WEALTH ACCUMULATION STRATEGIES
RISK MANAGEMENT AND INSURANCE
While every Client's needs are unique, we address the seven main areas of financial planning and investment management.
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.
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.