Our Services

At Eaton Financial Group, we offer a full range of planning services. The superior client experience is of equal, if not of greater value than the investments our clients own.

As part of our “family office approach”, we will work together with your existing advisors or assist you with referrals to our professional partners of Elder Law, Estate Planning Attorneys, CPAs, Insurance Brokers, Corporate Litigators, Family Therapists, Mortgage Brokers, and many others.