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J Edward Group, Inc.
Finding Your Financial Formula
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James  E. Eastwood, CFP®

Retirement Income Specialist

Life Insurance and Annuities

HOW I CAN HELP YOU

INCOME STRATEGIES

  • Systematic  Income Streams

  • Tax-Minimized Income Models

  • Income Longevity Solutions

  • Social Security Planning

ESTATE PLANNING

  • Estate Tax-Reduction Strategies

  • Estate Funding Strategies

  • Living Trust Design

  • Living and Death Benefits

  • Tax-Free Income

PLANNING STRATEGIES

  • Retirement Income Planning

  • Social Security Optimization

  • Asset Accumulation

  • Multi-Generational Planning

  • Long-Term Care Planning

  • Risk Management

James Eastwood, a seasoned Retirement Income Specialist with an impressive tenure of nearly four decades in the financial industry, has been a proud resident of Ohio for over five decades.  Originally from Virginia, James relocated to Ohio with his family after graduating, and for many years, he has called a charming century home in Cleveland his own.

James' financial career commenced in 1985 when he obtained his insurance license.  Since then, he has developed a robust portfolio of expertise, specializing in retirement income planning, advanced life insurance, and long-term care (LTC) planning.  His extensive knowledge and dedication to his clients have been pivotal in helping individuals and families secure their financial futures.

Throughout his career, James has held insurance licenses in multiple states, including Ohio, California, Texas, Virginia, and South Carolina, demonstrating his broad reach and versatility in the field.  Since 2005, he has been at the helm of the J. Edward Group, serving as its founder.

James' commitment to his clients and community has solidified his reputation as a trusted retirement income specialist.  His understanding of financial planning and specialized knowledge in advanced life insurance and LTC planning have made him highly sought after in the industry.

Let's Set An Appointment

Call Us Now At 440-503-8732

James E. Eastwood

Phone: 440-503-8732

Email: jim.jedwardgroup@sbcglobal.net

Address:  3855 West 44th Street

                        Cleveland, Ohio 44109

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Let's Set An Appointment

Call Us Now At 440-503-8732

3855 West 44th Street

Cleveland, Ohio 44109

jim.marshaeastwoodfinancial@gmail.com

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