At Eastman Wealth Strategies, we help successful families, professionals, and business owners design custom financial strategies rooted in clarity, protection, and legacy.
You may be looking to build tax-free income, retire with confidence, or pass on generational wealth. Our services are tailored to support your most important priorities—today and for decades to come.
Our clients appreciate our holistic approach and our non-traditional options for reducing taxes and growing and passing on wealth.
A 7702 account is a powerful, IRS-defined structure that allows you to grow wealth tax-free, access it flexibly, and protect it from market volatility. We help you design and implement these plans as foundational tools for both retirement and multi-generational wealth.
We help you go beyond basic deductions with proactive strategies that optimize income, capital gains, and estate taxes. From Roth conversions to tax-bucket rebalancing, we design a tax plan that puts you back in control of your financial future.
Our insurance strategies are built for more than just coverage—they’re designed for performance. We structure life, disability, long-term care, and business protection plans to deliver security, tax advantages, and liquidity when you need it most.
We design custom income maps that blend guaranteed lifetime income with flexible withdrawal strategies. Our approach protects your retirement against market downturns and inflation while giving you clarity on exactly how your needs will be met—month by month.
Legacy isn’t just about money—it’s about meaning. We help you preserve family harmony, reduce estate taxes, and pass on your wisdom through values-based planning that strengthens future generations instead of burdening them.
We help business owners plan transitions that maximize value, minimize taxes, and preserve relationships. Whether you're preparing to sell, transfer to family, or gradually step back, we build a strategy that reflects your goals and legacy.
Giving doesn’t have to wait until the end. We help you use charitable tools—like remainder trusts, donor-advised funds, and gifting strategies—to create impact today while reducing your current and future tax burden.
The Rockefeller Method is a proven system for protecting your wealth while building a multi-generational legacy rooted in values and purpose. Through structured trusts, family governance, and high-cash-value life insurance, we help you turn your financial success into a lasting impact that your children and grandchildren are prepared to carry forward—not just inherit.
Start with a relaxed, 20-minute Discovery Call to explore your priorities and see how our approach can help you finish well—with clarity, purpose, and peace of mind.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.