Eastport Financial Group Inc Offers Financial Planning, Wealth Management, and Advisory Services
CA – Eastport Financial Group Inc offers various financial services, such as helping clients curate a well-balanced portfolio for the best possible monetary and social return. They also break down complex factors that affect investments, such as the world’s political, social, and economic trends. The company also assists clients in adjusting and staying fluid through investing in ambitious and slow-burn investment options. With real estate, fixed income, insurance, public, and private equity investments, clients can easily access capital and get a long-term arc.
The company also helps clients protect their invested money, assets, momentum, and lifestyle. Lack of proper planning and putting structures in place can result in the family giving half of their inheritance to the government — under the burden of the estate tax. To avoid losing wealth, the team assists the client in structuring and creating custom proceed streams for gifting, funding, and saving. The holistic planning is also customized to catch the curveballs, especially with the insurance.
Eastport Financial Group Inc helps clients in preparing for retirement. Considering it is not just the end of work, the financial experts put measures to preserve wealth for their new life’s chapter and across generations. If they are already in business, the company helps them balance investments and tax implications with personal and business goals. The team further assists them in interpreting their outputs and inputs to protect what they already have and pay off all the debts (within their abilities).
Besides, the company assists clients in anticipating, responding, and rearranging assets in case of life changes. Whether a loved one becomes ill or dies, needs to go to university, get a baby, get married, or start a company, the team assists the client in rearranging the assets for easy sharing, redistribution, and optimal tax outflow. Thanks to the assistance, the team ensures the client does not make major financial shifts without enough information. Also, they ensure the client understands all the options available before any major decision-making.
In addition to helping business owners and investors grow and protect their wealth, Eastport Financial Group Inc assists clients in navigating the world of philanthropy. As a company rooted in service, giving back, and philanthropy, they support the client in starting a journey of redirecting their interests into a legacy. They also help clients understand giving as a strategy to enrich the spirit and knock back 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 discover more about Eastport Financial Group Inc.
Eastport Financial Group Inc
371 St. Margaret’s Bay Rd. Suite 201