You may come to us for insurance or an investment portfolio, but what you’re often seeking is bigger: you need to be able to anticipate, respond, and rearrange your assets as-needed for optimal tax outflow, re-distribution, or sharing.
At Eastport, this priority is at our core across all the levers at our disposal: tax and estate strategies, investments, insurance. Money is a barometer of life events. We’re here to help you be ready.
“This year, I’m facing a divorce and selling a business. I’m already spinning at the financial implications of both. I need help.”
“I’m as entrepreneurial with my money as I am in my business, and I like being in the driver’s seat. Will signing with you tie up my assets?”
“As I get older, the stakes get higher. How do I navigate despite the overwhelm?”