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Eaton Financial Group

3111 North University Drive, Suite 404
Coral Springs, FL 33065
Phone:
  • (954) 575-9323
Fax:
  • (954) 573-6546



 



 


 


 


 


Our Job:


1. To assist our clients match their financial plan/investments with their aspirations and goals.


2. To give great advice - the most important elements of which are - (a) Mutual Trust and (b) Focusing ONLY on the factors within our control.


 


Your Financial Plan in a Nutshell:


1. Reasonable expectations are agreed upon by first identifying our clients' personal financial goals, that consists of a use of funds, a specific dollar amount and a date needed.


2. Progress to meeting that goal will be tracked and periodically, we discuss progress (ie. Are clients ahead or behind the established goal).


This attachment of your financial plan to a personal goal will keep attention focused on that desire and will help avoid the distraction of periodic market volatility.


3. We understand that any strategy works some of the time, but no strategy works all of the time. As their lives evolve, we help clients address their financial lives' ever-changing landscape.


4.  With our client as our partner, Eaton Financial Group helps make decisions using an established conservative investment approach. We strategically plan your comprehensive financial road map so that it integrates your values, your priorities, your financial needs and your evolving lives. We are available to answer your questions and concerns whenever they may arise.


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What Makes Us Unique?


 


1. EVERY CLIENT RECEIVES A WRITTEN PLAN:


...and the goal  of that plan is simple: to help ensure that your money OUTLIVES YOU, not the other way around. This is our prime concern.


Eaton Financial Group first creates a step-by-step plan for your financial security so that when life happens, you are financially prepared. Then, we consistently monitor your portfolio to help ensure it successfully serves your plan, not the other way around. In other words, a solid plan will help keep matters in perspective when the world around us changes.


 


2. THE RELATIONSHIP:


Our clients will say that they consider us as part of their families and feel comfortable sharing both their successes as well as hardships.


 


3. THE CLIENT REVIEW PROCESS:


Eaton Financial Group is committed to providing our clients unparalleled communications through ongoing reviews, comprehensive written financial assessments and most of all, the personal relationship. In many cases, we communicate with clients over 25-30 times per year (via personal meetings, phone, mail and email).


 


4.  THE LONG TERM PERSPECTIVE:


Our ultimate vision for clients: to develop and maintain an intergenerational plan which puts  them into a position to:



  • Not run out of money during lifetime
  • Have proper long term care planning
  • Ensure heirs should not have to sell assets to pay estate tax
  • Fund Children and grandchildren’s education



 


5.  EVERY CLIENT IS OUR 'BEST' CLIENT:


Whether you are worth millions of dollars or have just started saving, we will treat you as a valued member of our practice, with the same level of access available for any client.


Larger brokerage houses typically have their more experienced advisors meet with prospective clients to engage them. However, that is often not whom is managing the assets and servicing your needs on a daily basis.


Our firm is built to prevent you from becoming an account number simply assigned to a staffer.


Your relationship with Douglas Eaton does not end when you become a client - it is only beginning.