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Your Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Call us today: 813 343 3860

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Call us today: 813 343 3860

Personalized Client Experience

Taking care of what’s important so you can focus on what matters most to you.

Call us today: 813 343 3860

 

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RETIREMENT PLANNING

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Helping You Set and Pursue Your Financial Goals

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Retirement Planning

How solid is your retirement planning strategy? Are you putting money away, with no clear plan in place? Eaton Financial can help.

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Income Planning and Strategies

Seek to Turn Your Assets into Consistent Paychecks You Can Count on.

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Asset Management

What assets are in your retirement portfolio? Are they working for you as they should? If you are like most people, you may not know.

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Eaton Financial and its founder Eric D. Eaton, have been serving our clients since 1997. Eric and his team are committed to helping people pursue their financial goals.

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Eric D. Eaton

Financial Planner / Private Wealth Manager

A dedicated retirement and fixed income specialist since 1997, Eric Eaton has accumulated a wide range of experience in personal and business...

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Joshua Zimmerman

Private Wealth Manager/Financial Planner

Joshua Zimmerman focuses on financial planning and corporate benefits for the firm.   He works closely with our clients to build plans that...

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Allyson Miller

Operations Manager

Ally joined the Eaton Financial team in January of 2011. Her primary goals are to ensure all clients and accounts are properly serviced in a...

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Justine Kaye

Administrative Assistant

Justine Kaye joined our Eaton Financial family after spending more than 10 years in various administrative roles with Morgan Stanley and JW Cole....

Latest Blog Posts

Why Should I Think About Retirement Planning?

Submitted by Eaton Financial on July 16th, 2020

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.

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The Importance of Financial Goals

Submitted by Eaton Financial on June 21st, 2019

We view goals as life destinations, whether it is where you want to be at the end of the day or at some point in the distant future.

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Making the Long Term Care Decision That’s Right for You

Submitted by Eaton Financial on June 21st, 2019

For most of us the conversation isn’t whether or not we’ll need long term care, but rather when. According to the U. S.

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  •   13059 West Linebaugh Ave. Suite 102, Tampa, Florida
  •   813-343-3860
  •   info@EatonFinancialServices.com

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Securities offered through LPL Financial, Member FINRA & SIPC. 

Investment advice offered through PSI Advisors, LLC, a registered investment advisor. Eaton Financial and PSI Advisors, LLC are separate entities from LPL Financial. 

Securities transactions available only to residents of:  AZ, CA, CT, DC, FL, GA, ID, IL, KY, MI, MO, MS, NC, NH, NJ, NV, NY, OR, PA, SC, TX, VA, and WA. We are licensed to sell insurance products to residents of the following states: AZ, FL, IN, NC, TN, UT, and VA

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