𝐒𝐏𝐄𝐂𝐈𝐀𝐋 𝐍𝐎𝐓𝐈𝐂𝐄
During these unprecedented times, we have strengthened our commitment to you as our valued clients, friends and family as we all face this public health and economic crisis together. Please be assured that we have the technology that allows all of our employees to work from home. We remain fully operational and are ready and able to serve both new and existing clients via phone, email, and virtual meetings. The quality of our service and client confidentiality remain our priority as we take precautions to protect the health and wellness of our staff and our community. Our clients will see no interruption in the level of service they have come to expect from us. Please feel free to call us if we can assist you with financial matters or if you have any questions or concerns. #StayHealthy, #StayHome and help #FlattenTheCurve.
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.
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!
Organize your finances at your convenience without having to search the internet for numbers on tax brackets, deductions, credits, Social Security, retirement plans, and more. Key Data is a quick resource that offers those figures in one “cheat sheet!”
