Our Services

It is the duty of Eaton Financial to understand who you are: your objectives, your resources, your commitments.

Together, we create realistic financial strategies that are compatible with your goals, at every stage of life. The college graduate just starting a career. The young family concerned with debt minimization. The established family acquiring assets and planning retirement. The mature couple seeking retirement income. The small business owner building a secure family income while providing stable employee benefits.

While working with you to develop a customized financial program, we can walk you through a step-by-step process to help make you feel more confident in your decisions.

Once your goals have been established, we can customize appropriate strategies to suit your vision and objectives. You may rely on us for:  

  • Personalized Financial Strategies
  • Investment and Savings Analysis
  • Retirement Planning
  • Cash Flow Analysis
  • Reviewing Life and Disability Income Insurance Coverages
  • Reviewing Asset Allocation
  • Employee Benefit Programs
  • Reviewing Business Agreements
  • Pension Plan Design Assistance, 401(K) etc.
  • Personalized Employee Appointments
  • Non-Qualified Deferred Compensation Programs