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.
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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.
Financial success is a goal for many, but women face unique barriers that can make that goal more challenging to achieve. This whitepaper explores these daunting challenges, and the investing pitfalls all investors should avoid when taking control of their financial futures.
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