Eastport Financial Group Inc offers financial planning, wealth management and advisory services
California – Eastport Financial Group Inc offers various financial services, such as helping clients organize a well-balanced portfolio for the best possible monetary and social return. They also break down the complex factors that affect investments, such as global political, social and economic trends. The company also helps clients adapt and stay fluid by investing in ambitious, slow-burning investment options. With real estate, fixed income, insurance, public and private investments, clients can easily access capital and secure a long-term arc.
The company also helps clients protect their invested money, assets, drive and lifestyle. Failure to plan and put in place proper structures can result in the family giving half of their inheritance to the government – under the weight of inheritance tax. To avoid losing wealth, the team helps the client structure and create personalized product flows for donations, funding and savings. Holistic planning is also personalized for catching curve balls, especially with insurance.
Eastport Financial Group Inc helps clients prepare for retirement. Considering that this is not just the end of the job, financial experts have put in place measures to preserve wealth for the new chapter of their lives and across generations. If they are already in business, the company helps them balance investment and tax implications with their personal and business goals. The team further helps them interpret their outflows and inflows to protect what they already have and pay off any debts (within their abilities).
In addition, the company helps its clients to anticipate, react and reorganize assets in the event of a change in life. Whether a loved one falls ill or dies, needs to go to college, have a baby, get married or start a business, the team helps the client rearrange assets for sharing, redistribution and optimal tax output. Through support, the team ensures that the client does not make major financial changes without enough information. Additionally, they make sure the client understands all available options before any major decision is made.
In addition to helping business owners and investors grow and protect their wealth, Eastport Financial Group Inc helps clients navigate the world of philanthropy. As a company rooted in service, giving back and philanthropy, they help the client begin a journey of reorienting their interests towards a legacy. They also help clients understand that giving is a strategy to enrich the mind and reduce taxes.
Clients interested in wealth management, financial planning or advisory services can contact the team at (902) 474-5433. The company is located at 371 St. Margaret’s Bay Rd. Suite 201, Halifax, Nova Scotia, B3N 1J8, CA. Visit the website to learn more about Eastport Financial Group Inc.
Eastport Financial Group Inc.
371 St. Margaret’s Bay Road. Office 201