Fellowship Financial Group

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Fellowship Financial Group We help you understand your options and plan for the retirement you envision. Retirement income planning, investment management and tax planning strategies.

Maitland, FL | Founded 2007 | (407) 949-5888 | fellowshipfinancial.com

Medicare Open Enrollment runs October 15–December 7.Set aside time to review your coverage with your current medications...
10/15/2026

Medicare Open Enrollment runs October 15–December 7.

Set aside time to review your coverage with your current medications, preferred providers and budget in front of you. Available changes depend on the coverage you have now; Medigap has separate enrollment rules.

Start with Medicare’s official guide: https://www.medicare.gov/health-drug-plans/open-enrollment

This content is for educational purposes only and should not be considered personalized financial, tax, or legal advice.

Investment Advisory services offered through Fellowship Investment Advisors, LLC, an SEC Registered Investment Advisor.

An inheritance can bring a lot of decisions. You don’t have to make them all at once.Worth another watch: Michael Eastha...
10/13/2026

An inheritance can bring a lot of decisions. You don’t have to make them all at once.

Worth another watch: Michael Eastham discusses reviewing debts, reserves, and near-term needs before deciding what inherited cash should do for you.

Watch: https://www.youtube.com/watch?v=qfbCC-FL87M

This content is for educational purposes only and should not be considered personalized financial, tax, or legal advice.

An inheritance can bring gratitude, grief, and pressure to act—all ...

10/06/2026

One weak spot can create a very expensive problem.

In this week's Money Talk with Michael Eastham, Michael answers a viewer question about what older adults and retirees should protect first. He covers passwords, account alerts, basic account monitoring, limiting access to money and personal information, and making fraud protection part of the financial plan.

Which area have you already addressed: passwords, alerts, or monitoring?

Watch the episode: https://youtu.be/GpC9ey2lik0

09/29/2026

A big tax refund feels good, but it does not always mean the plan is working efficiently.

In this week's Money Talk with Michael Eastham, Michael explains why a refund usually means giving up control of that cash during the year. He also discusses whether the money could be more useful in monthly cash flow or savings, and why the answer depends on discipline, spending habits, and income stability.

Would you rather have more cash during the year or a larger refund?

Watch the episode: https://youtu.be/Ug7orvqz8Ow

What does a roundabout have to do with retirement planning?In the latest episode of The Retirement Income Show, Michael ...
09/28/2026

What does a roundabout have to do with retirement planning?

In the latest episode of The Retirement Income Show, Michael Eastham uses a familiar feature of the road to explore a different way of thinking about your retirement plan.

Listen to “The Roundabout of Retirement Planning”: https://radio.fellowshipfinancial.com/

Investment Advisory services offered through Fellowship Investment Advisors, LLC, an SEC Registered Investment Adviser.

09/22/2026

Does every market drop make you want to pull out?

In this week's Money Talk with Michael Eastham, Michael explains why emotional reactions are strongest when the plan is unclear. He also discusses how a cash reserve and income strategy can reduce the urge to react to headlines, and why it helps to review the plan before the next drop.

Do market drops make you feel like you need to change the plan right away?

Watch the episode: https://youtu.be/LFrdyjvrn2A

Is there a “best” investment strategy—or is the better question whether a strategy is right for your retirement goals?In...
09/21/2026

Is there a “best” investment strategy—or is the better question whether a strategy is right for your retirement goals?

In the latest episode of The Retirement Income Show, Michael Eastham discusses how to evaluate investment approaches and find the right fit for your retirement plan.

Listen on our website: https://radio.fellowshipfinancial.com/

Investment Advisory services offered through Fellowship Investment Advisors, LLC, an SEC Registered Investment Adviser.

Address

630 N Wymore Road, Suite 304
Maitland, FL
32751

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 2pm

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