eQuipt | OneView | Real Time Wealth Management
(845) 627-8300 |
facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck



Financial Planning for Bergen, Rockland and Westchester Counties


Eastern Planning Inc. is a fiduciary financial planning and investment advisory firm dedicated to providing clear, trusted financial guidance.


Contact us today about our FREE PLANNING SERVICES for executives facing furlough, layoff, pay reduction, and/or retirement postponed.


Understanding Today's Financial Environment

Secure your future with customized financial planning in Rockland County, NY, along with Bergen and Westchester county. Many financial firms portray retirement as a sunny, vacation snapshot. At Eastern Planning Inc., our financial advisor in Rockland County, NY, sees it as a colorful collage and don’t believe in generic, one-size-fits-all plans.

The professionals at Eastern Planning, Inc. understand that the best financial plan extends way beyond spreadsheets and graphs. The plan we create for our clients reflects every aspect of their lives, their needs, their family structure and their values – delving into areas that statistics simply can’t measure. Unlike most financial firms, our strategies are custom-fitted to each retiree's unique goals and family situation.

Together, we’ll look at your future and the life events that everyone faces with optimistic realism. The decisions may not always be easy to make, but Eastern Planning, Inc. strives to ensure clients leave our office confident that they are prepared for some of the biggest things life has to offer. Let our family help your family.

LEARN MORE


EMAIL SIGN-UP

If you would like to receive email communications from us, please provide your email address and we would be happy to add you to our list.

Don't worry, we do not share it!

SIGNUP TODAY!






See what we do!


Get Your Free Book Now!

Sign up now for a free copy of our co-founder and CEO, Beth Blecker's new book It's Not Just Money It's Life.

SIGN UP HERE







Sign up for a complimentary consultation





Have Questions?

 


As the regulatory environment continues to shift and evolve, it’s important to have an advisor with your best interests at heart. As fiduciaries we are held to a higher standard of conduct and trust. Watch this short video to learn more information about the standards we hold ourselves to.

Special Announcement from the Eastern Planning Team

Upcoming
Events


Stay up to date with our scheduled events

Learn More


Get Your FREE Caregiving Package Now!

Sign up to receive yours here

Check the background of this firm/advisor on FINRA’s BrokerCheck.