What We Do

We’re Here to Help

Preparing for your future doesn’t have to be overwhelming and time-consuming.  Eubank, Hutson & Associates, LLC is here to help guide you, as well as relieve the time it takes to plan so that you can enjoy living life.  Contact us for a free consultation to see how we may be able to assist in your financial planning.

Retirement Planning

Define Goals and Gather Information
Analyze Financial Situation
Develop & Implement Plan
Continuously Monitor & Review

Tax Planning

Retirement Plan Optimization
Tax Reduction Strategies for Investments
Tax Projections

Estate Planning

Legacy Planning
Charitable Giving
Power of Attorney

Insurance and Risk Management

Determine life insurance coverage is adequate
Review and monitor systematic risk—risk associated with the overall investment market
Review and monitor non-systematic risk—risk associated with an individual business or sector
Cash flow emergency funds

College Planning

529 Plans and UTMA savings
Optimize financial aid eligibility

Contact us to learn more

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