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WELCOME TO EASTGATE FINANCIAL GROUP

Eastgate Financial Group was born out of the desire to find a better way to help clients improve and organize their financial lives into an easy-to-understand format. We’ve developed a planning process for those who are focused on having a complete financial picture and the confidence to pursue their goals. Financial planning can be an overwhelming task to do on your own, but our process can help you put all of the pieces of the puzzle together. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds your needs evolve, our process, The EcoSystem FORMula®. was created to help you pursue your financial independence. Using this planning strategy, we will help you discover, design, and deploy a financial plan to help you on the path to reach your goals.

We are an independent firm, therefore we have the freedom to offer clients a wide spectrum of strategies from multiple sources. The result is customized wealth management – conceived, coordinated, and carried out with the best interests of our clients at heart. 

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“Financial freedom is a mental, emotional, and educational process.” - Robert Klyosaki

Retirement Planning

Retirement Planning

Do you have a strong retirement plan? Retirement planning starts with discovering your goals and how long you have left to achieve them. The proof is the in the planning! Learn how Eastgate Financial Group can assist you in developing a strong plan to help you work towards your retirement goals. 

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Investment Planning

Investment Planning

Investment planning is more than choosing stocks. Considering your financial goals is the first step to building an investment plan. Trust Eastgate Financial Group to develop a customized investment plan to fit your goals and financial needs.

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Estate Planning

Estate Planning

Are your affairs in order? Leaving a legacy for your family or loved ones is important to consider, but there is so much more to an estate plan. The team of professionals at Eastgate Financial Group can work with you to develop an estate plan that reflects your final wishes.

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Financial Planning

Financial Planning

Everyone needs a plan for their finances. We offer professional advice for your financial plan. Eastgate Financial Group is here help you plan for today, tomorrow, and the future.

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