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Products and solutions

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. That’s where a financial planner can help. Financial advice should help you choose only those products that meet your current and future goals.

Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select only those that address your unique situation.

A customized portfolio takes into consideration a variety of events: retirement planning or mortgaging a first home; financing a child’s post-secondary education or ensuring a family is financially protected. Business owners might want to consider products and services that reward hard-working employees, no matter the company’s size and focus.

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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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  •   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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