Eastern Planning Inc. is a fiduciary financial planning and investment advisory firm dedicated to providing clear, trusted financial guidance. Contact us today about our FREE PLANNING SERVICES for executives facing furlough, layoff, pay reduction, and/or retirement postponed. 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.
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.
Services
Eastern Planning, Inc. began in 1995 with a simple vision: provide superior customer service and personal, practical advice. In 2000, Beth Blecker took over as CEO of the company and grew the firm to its present scope, serving hundreds of clients nationwide.
We believe very few advisors can match our knowledge and expertise in the areas of retirement planning and distribution strategies, particularly how best to integrate the compensation packages provided to corporate executives at the major firms in our area.Clients appreciate our emphasis on big-picture strategic planning.
We believe very few advisors can match our knowledge and expertise in the areas of retirement planning and distribution strategies, particularly how best to integrate the compensation packages provided to corporate executives at the major firms in our area.Clients appreciate our emphasis on big-picture strategic planning.
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.
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 minimization strategies help preserve your future.
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 minimization strategies help preserve your future.
It's that time of the year! College bills for the Fall semester are arriving, and you may be thinking of tapping into your retirement savings to help with the costs. Here's what you need to know about the higher education expense exception. Do you know how a surviving spouse can handle an inherited spousal IRA? Hopefully you do not need to know this anytime soon, but a friend or loved one may be in that position, so we need to spread the word.
As a family run business, it is our honor to include our clients in our Eastern Planning Family. As your financial advisor for Nanuet, NY, and the surrounding area, we know that there are practical and strategic things that we can do to help our clients handle the challenges that life can present while implementing protection strategies and offering financial confidence.
If you're a parent to a child with disabilities, there are certain measures you need to take during the estate planning process. Here are a few tips to keep in mind. Flood damage can cause thousands of dollars in damages, but did you know it's not always covered by homeowners insurance? If a reduction in Social Security benefits has you worried, strategizing multiple sources of income and planning ahead is key.
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