Services

Financial Planning

  • Goals-based Financial Planning
  • Retirement Planning
  • College Planning
  • Insurance Analysis
  • Cash Flow Analysis
  • Estate Plan Analysis

Small Business Services

  • Retirement Solutions
  • 401k Plans
  • Profit Sharing Plans
  • Cash Balance Plans
  • Defined Benefit Plans

Financial Advisory

  • Discretionary Asset Management
  • Asset Allocation
  • Investment Manager Selection

Family Office

  • Comprehensive Financial Planning
  • Custom Family Education
  • Medical Invoice Reconciliation
  • Bill Payment
  • Estate and Wealth Transfer Planning
  • Tax Preparation
  • Investment Tax Planning
  • Risk Management
  • Liability Management
*Family Office Services may be delivered to the client either by John D. O’Malley, Jr., Eastgate staff, through Steven Spector LLC, or through a contractor of either Eastgate’s or the client’s choosing.

Free Initial Consultation

Call us at (312) 690-4900 or fill out the form below to receive a free and confidential initial consultation.