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

Our Services

START YOUR JOURNEY

Financial Consultant in Rockland County, NY

Our primary objective is to help our clients meet their long-term financial goals.


Investment Allocation

With your input, Eastern Planning, Inc. will develop an Investment Policy Statement. It’s both a blueprint and a report card that summarizes your risk tolerance, time horizon, asset allocation*, investment selection, and rebalancing** criteria.

Retirement Planning

We provide guidance for retirement planning in Rockland County, NY. To help you prepare for the future, we determine an appropriate portfolio distribution rate, together decide if and when an income stream is needed from your portfolio and propose an efficient distribution strategy.

Tax Planning

Tax minimization strategies help preserve your future. Eastern Planning, Inc. will guide you in allocating your investments in the most tax efficient manner and help gather information to assist your CPA for annual tax preparation.

Estate Planning

Protect your legacy with an one-on-one session with our financial consultant in Rockland County, NY.  Proper legacy planning helps preserve the future of your finances and the decisions you’ve made for your money. We’ll review legal documents such as a Last Will and Testament, Living Will, and Power of Attorney, and work with an estate attorney to ensure the documents are set up properly.

Insurance & Risk Management

This aspect of our service will determine if you are adequately protected for life’s unexpected events. We’ll review your life, health, disability, long-term care, and property and casualty insurance needs, analyzing current policies and recommending changes or additional coverage if necessary

Listening, Teaching, Guiding

Your situation is unique. And the financial plan that Eastern Planning, Inc. creates for you -- with you -- will also be the unique result of helping you understand the realities and help face the future with confidence!

Ready? Get started!


7 Principles of Long-Term Investing


Enter your name and email to gain access to our free whitepaper.


Download Now


Sign up for a complimentary consultation


Have Questions?

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