Phone: (954) 575-9323
Mobile: (917) 509-2306
Email: info@eatonfinancialgroup.com
Website: www.eatonfinancialgroup.com
Eaton Financial Group
3111 North University Drive
Suite 404
Coral Springs, FL 33065
Since 1996, Eaton Financial Group has worked with those who consider themselves prudent investors.
The practice focuses on serving women who are financial decision makers - who already manage their own finances - or have never managed their finances but then, due to a death of a partner, divorce, job loss or other life event, are suddenly thrust into the role of doing their own planning. They also work with many college professors and certain families who are interested in comprehensive financial planning.
Mission: To put clients in the position to grow their wealth and create an income they cannot outlive. This can be done by focusing only on factors within clients control: straightforward, efficient diversification and by implementing strategies that are designed to avoid unnecessary risk.*
Clients get access to a full "family financial office." This consists of professionals which include: Two financial advisors (each with over 18 years financial planning experience). Elder Law/Estate Planning Attorney, CPA, Health/Auto/Property Insurance Brokers, Mortgage Brokers, Divorce Attorney, Corporate Lawyers, Family Therapist as well as support staff.
Eaton Financial Group is proudly committed to performing Pro bono work to those women who are in distress (such as death of a spouse/other family member, abuse, divorce, etc).