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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. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is customized. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, The EcoSystem FORMula ®, helps you pursue your financial independence.

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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