The Financial Advisor in Clarks Summit, PA
Focused on Building Your Legacy
We want to change that.
If you want to…
 |
Feel confident, no matter
|
 |
Know you can weather
|
 |
Maintain a standard of living for
|
Then our partnership is something you might want to explore.
Our Mission Is This:
To help create legacy wealth that enriches experiences for extended families in the Clarks Summit area. And we believe our skills can do the same for you.
Long-Term Planning Enhanced By Longevity
Experience matters in every profession, especially when your wealth is involved.
During the last 40 years, our team has experienced — firsthand —almost every kind of market tumult and triumph:
- Black Monday
- The “Dot Com” Crash
- The Great Recession
- An almost unprecedented bull run
- Hyper-volatile market conditions
We’ve learned a lot of valuable lessons during those events. But we believe they have only made us more qualified and capable to create the type of in-depth plan that accounts for unforeseen variables. One that looks multiple steps ahead. But above all, one that helps you live the kind of life you’ve always wanted.
Who We Help
We help many investors with different backgrounds, ages and goals, including professionals and retirees.
However, we consider ourselves specialists in helping create lasting dynasties of wealth for the extended families of all our clients. We feel that perpetuating what you’ve built is a noble responsibility, one we will gladly shoulder if that’s a goal you wish to pursue.
What You Can Expect
To best serve you and your intentions, we will:
Communicate when we feel your plan should be updated or revisited, because your success is paramount.
Our Investment Philosophy
Many financial advisors will create a portfolio that holds a collection of investments, such as mutual funds or ETFs. And many investors find that appropriate.
However, we prefer to focus on individual equities because we believe there is potential for outsized gains, as we carefully follow indicators signaling when to enter or exit positions. While this is an unconventional approach, we believe it’s validated by the number of clients and amount of wealth we manage.
The Financial Solutions We Provide
 |
Pre-retirement planning, including projections of target goals and the best path forward |
 |
Equity portfolio management with tax-sensitivity, growth and preservation in mind |
 |
Retirement income strategies, such as withdrawal sequencing, when to claim benefits and more. |
 |
Outside portfolio review to recommend opportunities and potential improvements. |
Our Clarks Summit Financial Group At A Glance
Michael Eastburn
- CFP
- Senior Vice President
Lynne Frankel
- Client Associate
Lauren Lewis
- Client Associate
Create A Professional Legacy
As A Financial Advisor
Are you an advisor yearning for more independence?
Do you realize you have more to learn or want to be mentored by someone who is calm, caring and experienced?
Eastburn Wealth Management will gladly talk to anyone who wants to take a step forward in their professional lives, while helping make a big difference for those we proudly work for.