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

It's Not Just Money, It's Life™ 

Your life is not like anyone else's

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

Contact us today about our COMPLIMENTARY CONSULTATION 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.



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!


Follow Now

Sign Up For a Complimentary Consultation

Have Questions?


During periods of volatility in the stock market, you may have doubts about your long-term investment strategy. Here are five tips from Capital Group to help you avoid common pitfalls and stay on track toward achieving your financial goals.

A Guide to Market Fluctuations


December is a busy time of year, but don’t let the chaos distract you from your financial to-do’s. There are many important financial moves to consider before year-end. To make this planning a little easier, we have a checklist to walk you through the process!

Download our end-of-year checklist.

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

Claim Your Book Now

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