Retirement Planning Services

We teach you how to enjoy reliable portfolio growth and security through conservative investing

Retirement Income Source

As a Retirement Income Source® franchise firm, we are backed by the strength and resources of a national network of Income Specialists.

Calculate Your Retirement

Do you know what you need to achieve a more secure retirement? Our retirement calculators can help you find the answer. We have calculators that can help you determine your IRA eligibility, life insurance needs, debt repayment options, and much more!

Tax Planning for Income

The goal of income tax planning is to minimize your federal income tax liability. You can achieve this in a variety of ways.

Virtual Meetings Available

Schedule a Complimentary Consultation

Our specialty is generating reliable income from your investments, so you can have the retirement you deserve. Because your money doesn’t retire, YOU do!

About Us

At Fellowship Financial Group, we know that managing your money wisely means being knowledgeable about your options. That’s why we place a strong emphasis on financial education. This focus, along with our more conservative approach to retirement planning, led us to become a Retirement Income Source® firm. As such, we are backed by a national network of Income Specialists and an SEC Registered Investment Advisory firm that manages more than $3 billion in client assets.

Founded by Michael Eastham (CPA, PFS), Fellowship Financial Group provides comprehensive retirement planning services designed to educate our clients about their best options for meeting their current financial needs, achieving their long-term financial goals, avoiding common mistakes, and enjoying a lifetime of financial security.

Our goal is to teach you how to enjoy reliable portfolio growth and security through conservative investment options designed to generate income through interest and dividends regardless of market conditions. This is income that can be spent or reinvested strategically to achieve “organic” portfolio growth.

Fellowship Financial Group provides retirement planning services designed to educate clients about their best options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement planning mistakes, and enjoying a lifetime of financial security.

The goal is to teach clients how to enjoy reliable portfolio growth and security through conservative investment options designed to generate income through interest and dividends regardless of market conditions. This is income that can be spent or reinvested for dependable “organic” portfolio growth.

Our Founder,
Michael Eastham

Michael Eastham, CPA, PFS
Founder and President

Michael Eastham, CPA, PFS, the Founder of Fellowship Financial Group, has been a financial services professional for over 30 years. He is an active member of the AICPA and has earned their Professional Financial Specialist (PFS) designation. He has a BBA in Accounting from James Madison University and holds a Series 65 securities license, as well as licenses in insurance and annuities.

Michael has served on several non-profit boards and currently serves as Treasurer for The Sharing Center. He teaches adult education and continuing education for CPAs, financial planners, attorneys, and other professionals, as well as the general public. He is a published author and a well-known authority on financial strategies, investments, retirement planning, wealth management, and asset protection. He has been a guest on Fox Business, CNBC, Bloomberg, Newsmax TV, and other media outlets.

Michael’s companies have grown due to his pursuit of excellence, coupled with his passion for helping families, businesses, and individuals achieve their financial and retirement goals.

Michael and his wife, Vickie, have four children and reside in Lake Mary, Florida.

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Free Educational Video Series

Preview the short, animated video below about seven common risks connected with retirement planning and how to avoid them. By recognizing and understanding these risks, you’ll be better prepared to build a sound financial strategy designed to protect your assets and provide reliable income for as long as you need it. If you like what you see, you’ll be able to sign up to watch the entire video, plus other helpful videos, in our animated series.

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