Paperless | 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 Rockland, Bergen & Westchester County

Understanding Today's Financial Environment

Many financial firms portray retirement as a sunny, vacation snapshot. At Eastern Planning Inc., we see 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.



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!


Sign up for a complimentary consultation

Have Questions?

Family Wealth Management

Your situation is unique. We'll help you face the future with confidence

Learn More

7 Principles of
Long-Term Investing

Download our Free Whitepaper



Stay up to date with our scheduled events

Learn More

Sign up now for a FREE copy of this book!

If you worry about getting hacked don't sit there and be defenseless. This book will help teach you how to protect your email, computers, and bank accounts from hacks, malware, and identity theft.

Get Your FREE Caregiving Package Now!

Sign up to receive yours here

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