Brevard County Dentist with multiple locations:
"My first CPA was meeting the bare minimum of what I expected. My accounting and tax work was often late.
They couldn't help me when I wanted to make changes to our existing retirement plan. For the money I was paying them, I expected to have a relationship -
a partner that would make recommendations about how to improve my business. The only thing they gave me was a tax return and a bill. Bouvier & Associates are the exact opposite. They have become the hands-on business partner I was looking for."
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Eastwood and Associates, Wealth Strategies, LLC, an affiliated company of Bouvier & Associates, offers a wide range of services and solutions for business owners, individuals and families. The organization is managed by Bill Eastwood, a CERTIFIED FINANCIAL PLANNERTM professional, who has been assisting individuals with their planning needs since 1994.
Bill is a graduate of the University of Florida and is a long-time resident of Brevard County. He works with a team of professionals in the areas of taxation, law and insurance to ensure that your custom designed plan meets the needs of you and your family.
Integrated Asset Allocation and Portfolio Design
Customized Asset Management Programs
Income Tax and Estate Tax Planning
INCOME PROTECTION AND
IRA Rollover and Distribution Planning
Income Projection Analysis
Fixed Income Strategies
Qualified Plan Design and Compliance
Non-Qualified Retirement Plans
Key Employee Retention
Wealth Transfer and Tax Reduction
Life Insurance Analysis and Design
Coverdell Education Savings Accounts
529 College Savings Plans
Uniform Gift to Minors Act/Uniform
Transfer to Minors Act Accounts
Incapacity and Control of Assets
Efficient Credit Management
For more information contact:
Eastwood & Associates, Wealth Strategies, LLC
3210 North Wickham Road, Suite 4
Melbourne, FL 32935
CERTIFIED FINANCIAL PLANNERTM
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S.
Phone: (321) 757-3323
Toll Free: (800) 757-9272
Fax: (321) 757-0553
Securities offered through 1st Global Capital Corp. Member
Investment Advisory services offered through 1st Global Advisors, Inc.
Licensed in AL, AK, AZ, CA, CO, District of Columbia, FL, GA, IN, MD, MN, MO, MT, NJ, NM, NC, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA. This is not an offer to sell securities in any other state or jurisdiction.
Insurance services offered through 1st Global Insurance Services, Inc.
The Florida Institute of
Certified Public Accountants
is the state organization for CPA's. The FICPA sponsors continuing professional education (CPE) opportunities throughout the state. It works in partnership with the AICPA to support the accounting profession.
Our memberships in these professional associations enhance and underscore our commitment to the highest standards of our profession. All of our professional staff attend a minimum of 40 hours per year of continuing education to keep our knowledge base up-to-date and accurate.
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