ABOUT
Our Purpose
We take a family first approach in everything we do and take
great pride in cultivating a culture that fosters
kindness, growth and loyalty.
Our clients have come to know Eastport as being a true partner in the
planning of their financial futures.
At Eastport Financial Group we care just as much about our
staff as we do our clients.
great pride in cultivating a culture that fosters
kindness, growth and loyalty.
Our clients have come to know Eastport as being a true partner in the
planning of their financial futures.
At Eastport Financial Group we care just as much about our
staff as we do our clients.
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> Our Beliefs
• Being there for our clients: We care about your outcome
• Following through: When we say we’ll do something, we deliver
• Not settling: Life is short – we don’t believe in coasting
• Being good to people: At Eastport, we give back. We extend a hand when
people are struggling and have a strong commitment to impacting lives
• Working with people who have strong character
• Following through: When we say we’ll do something, we deliver
• Not settling: Life is short – we don’t believe in coasting
• Being good to people: At Eastport, we give back. We extend a hand when
people are struggling and have a strong commitment to impacting lives
• Working with people who have strong character
> Our Commitment
• We’ll push you to be your best. Caring is not just a word; it’s about taking action
• You design our contact with us – when and how – and
our team will be there for you
• We will do the right thing for you every time
• You design our contact with us – when and how – and
our team will be there for you
• We will do the right thing for you every time
>Trust
We need to know and understand each other before planning can begin. As part of our discovery
process we want to know about about you as a person holistically.
We’ll ask unconventional questions and have conversations that most people don’t usually have
with their financial planners. We often become a confidential sounding board for many of our clients.
We ask questions such as:
process we want to know about about you as a person holistically.
We’ll ask unconventional questions and have conversations that most people don’t usually have
with their financial planners. We often become a confidential sounding board for many of our clients.
We ask questions such as:
- What are you passionate about?
- What is your family financial philosophy?
- How do you want to be remembered?
- What values do you want to instill in your children?
- How do you define yourself – beyond your job, business and finances?
>Protect
Like the foundation of your home, the right insurance and planning are critical for your
family’s financial stability.
Our knowledge of insurance products, tax & estate planning, and actuarial science coupled with
the insight from your legal and accounting team, will ensure that the foundation of your family’s
planning is secure.
We know how hard you have worked to get to where you are today. That’s why we work just as
hard at helping you to protect what you have built.
family’s financial stability.
Our knowledge of insurance products, tax & estate planning, and actuarial science coupled with
the insight from your legal and accounting team, will ensure that the foundation of your family’s
planning is secure.
We know how hard you have worked to get to where you are today. That’s why we work just as
hard at helping you to protect what you have built.
>Grow
Like us, our clients are driven to grow – their lives and their businesses. Through our discovery process
we learn about you at a deeper level. This enables us to create a plan to help you grow.
Grow and protect your financials:
Grow more than your business:
we learn about you at a deeper level. This enables us to create a plan to help you grow.
Grow and protect your financials:
- Create a retirement plan and/or exit transition strategy from your business
- Protect your family and business against unforeseen issues
- Leverage tax strategies
Grow more than your business:
- Instill your values in your children
- Live your passions!
- Consider your approach to giving back
- Get your family and business involved
>Impact
We are in this business to make an impact – on our clients, their families and through our own
Eastport Foundation to charitable efforts.
We understand that today’s families want a comprehensive approach to wealth management
that integrates their family values.
Today’s affluent families want to adopt a strategic approach to giving and ensure their giving
delivers impact and makes a difference. We can offer the professional advice to help them
invest for impact.
Eastport Foundation to charitable efforts.
We understand that today’s families want a comprehensive approach to wealth management
that integrates their family values.
Today’s affluent families want to adopt a strategic approach to giving and ensure their giving
delivers impact and makes a difference. We can offer the professional advice to help them
invest for impact.