THE EASTLAKES PROMISE

 

• We put our clients’ interests first at all times. We strive to maintain the highest standards of ethical behavior and fiduciary responsibility. We accept no third party incentives from any institution to sell financial products to our clients.

 

• With decades of CPA, financial planning, investment management and taxation experience, Eastlakes provides holistic advisory services that focus on the entirety of our clients’ financial lives.

 

• We emphasize open communication with clients. As your trusted financial advisor, we understand your financial life from top to bottom and are available to discuss any financial related matters with you at no additional charge.

 

• We use state-of-the-art technology to keep our practice efficient and our costs low, without sacrificing that personal touch.

 

• Our clients maintain full direct ownership and control of their investments at all times. You decide on the amount of discretion we have over choosing your investments. Under no circumstances do we have the ability to remove funds from your accounts.

 

• We seek to provide prudent advice to provide our clients with superior long-term financial results using strategies tailored to their own personal circumstance and risk profile.

 

• Research shows that the services of an experienced financial advisor can add up to about 3 percentage points of net return (after fees and taxes) to your portfolio.1 This is over and above the benefits of non-investment related services we provide, such as financial and tax planning and general financial advice.

 

• We pride ourselves on providing superior value to our clients that is second to none among financial advisory firms, large or small.