When successful professionals and business owners seek us out, they’re not looking for vague promises or surface-level advice.
They’ve already seen what doesn’t work: one-size-fits-all advice, speculative investment plans, and advisors who show up with product pitches instead of real strategy.
The best clients ask the hardest questions:
Who can I actually trust with my life’s work?
Is there a smarter way to protect my wealth and family?
Will this advisor be here decades from now, not just at the next review meeting?
At Eastman Wealth Strategies, we answer those questions with clarity, confidence, and a track record that spans nearly five decades. Our clients appreciate our straightforward answers and personalized approach.
We don’t follow the herd. We don’t chase the market. And we don’t believe your future should be built on guesswork.
Instead, we apply tested financial principles, sophisticated tax strategies, and deep personal care to help you achieve lasting financial clarity—and pass it on.
Take our 3-minute Financial Control & Tax Efficiency Scorecard to find out if you’re keeping more than you’re losing—or if your current strategy is quietly costing you.
Wall Street has taught the public to believe that success means speculation—more risk, more return, more volatility.
We’ve never accepted that narrative. Our approach is rooted in century-tested, academically supported financial strategies that emphasize control, protection, and long-term efficiency.
These principles aren’t just ideas—we live them. Our founder Earl Eastman has guided families and business owners through every market cycle since the 1970s, using the same tools in his own life that he teaches our clients to use today.
We help our clients stop relying on hope and start building with certainty. If you’ve ever questioned whether there’s a better way than just “ride it out,” you’re not alone—and you’re exactly who we’re built for.
Most people haven’t heard of a 7702 account. That’s no accident. Wall Street firms don’t promote tools they don’t manage, even if those tools offer significant advantages.
A properly structured 7702 account is a form of Indexed Universal Life Insurance. It can become the financial engine behind tax-free income, protected compounding, and legacy preservation.
And when combined with our Safe Positive Leverage (SPL) strategy, it can multiply the performance of every dollar you contribute.
By using the insurance company’s capital, you gain access to growth potential far beyond what traditional savings or retirement vehicles provide—without putting your assets at market risk.
It’s a strategy that mirrors how successful institutions operate, giving our clients the same advantages used by banks, endowments, and the ultra-wealthy.
Imagine your retirement assets growing year after year—without the fear of market crashes wiping out your progress. That’s the power of a 0% floor, one of the foundational protections built into the Eastman planning model.
We design strategies that ensure your money compounds every year, uninterrupted, regardless of what the market does. Over time, this creates a significant advantage.
We don’t chase returns. We protect capital and maximize what stays in your hands, not what floats in your statement balance.
Taxes are often a client’s greatest financial burden—but they’re also a planner’s greatest opportunity.
We design strategies that reduce or eliminate income tax during retirement and pass wealth to your heirs income-tax-free. One of the ways we do this is through a tax framework known as “Buy, Borrow, Die.”
This strategy, used by the ultra-wealthy, allows clients to build assets that grow tax-free, borrow against them without triggering taxable income, and transfer them to heirs without estate or income tax erosion.
These are not tricks or loopholes. They’re lawful, tested strategies that require intentional design and coordination. We help you implement them with precision.
Wealth without protection is vulnerable. We work with clients to structure their estates using irrevocable trusts, protected life insurance structures, and legacy tools like the Rockefeller Method.
These shield assets from unnecessary taxes, lawsuits, and intergenerational conflict.
These strategies don’t just preserve money—they preserve harmony and intention.
Family businesses can be transitioned tax-efficiently. Heirs can receive funds outside of probate and free of income tax. And charitable giving can be built into the plan from the start.
Whether you want to bless your children or your community—or both—we help you do it with structure, not guesswork.
Planning is not a transaction. It’s a relationship. At Eastman Wealth Strategies, we serve as guides, mentors, and educators to our clients across decades of life transitions.
That means ongoing communication, concierge-level support, and proactive guidance whenever you need it—not just when your portfolio dips or your CPA calls.
We take pride in simplifying the complex, educating without condescension, and always being available when our clients need us. Our team includes not just experienced financial professionals but a network of trusted CPAs and attorneys—all aligned with your goals, not ours.
We believe great planning isn’t just about return. It’s about peace of mind, purpose, and a future you can count on.
If you’ve been looking for a financial partner who brings both strategic clarity and personal conviction and who values relationships as much as results, you’ve found the right place.
Let’s talk about what you’ve built and how to protect it with a plan that reflects everything you care about.
Whether you’re growing your wealth, planning for retirement, or preparing a legacy, we’ll walk with you through every chapter.
*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.