Eastern Planning, Inc.

Plan with confidence....enjoy life!

  Beth is reaching out to Deaf & Hard of Hearing Consumers!  "Taking Control", her weekly financial internet radio show, includes an interpreter for the deaf on the program website.  Beth's shows are also available by PODCAST.  Click  the link below or visit our "In the News"  section for show details and for recent published articles about  Eastern Planning 

 www.rocklandworldradio.com/program/takingcontrol/

You retire only one time... at Eastern Planning we retire  people all the time! Our personalized retirement and investment strategies are designed to help build dependable, predictable income streams for  individuals  who must rely on a stream of income from a lifetime of saving.  Eastern Planning's qualified financial advisors can show you ways to help potentially increase and preserve your income utilizing goals, objectives and time horizons. We strive to be the most trusted by our clients for our professional knowledge, integrity, and personalized service and are committed to providing clients with the opportunity to achieve financial freedom. Plan with confidence...enjoy life! 

Estate Planning - We'll help you understand trusts and what's involved in the reducing of estate taxes. 

Retirement Planning - After listening to your objectives and dreams, we'll explain the best way to invest and get money out of IRAs, rollovers, and pensions.  In some cases, we'll show you how to make withdrawals tax free.

Long-Term Care - Are you concerned about the unforeseen? About what happens if you need long term medical care? We'll go over long term care insurance or qualification of Medicaid.

Investment Management - What are the right amounts for you to invest in stocks? Should you be in the market? Do you need to diversify? Are there other options?

 Beth L. Blecker, Matthew A. Blecker and Joseph L. Balducci are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Alabama (AL), Arizona (AZ), California (CA), Connecticut (CT), Georgia (GA), Florida (FL), Massachusetts (MA), Maryland (MD), New Jersey (NJ), New York (NY), Ohio (OH), Pennsylvania (PA), South Carolina (SC) and Virgina (VA).   No offers may be made or accepted from any resident outside the specific states referenced.

Beth Blecker and Matthew Blecker are also separately registered as  investment advisor representatives under Invescor Advisory Services, a registered investment advisor, offering advisory services in the state of New York. As such, these services are strictly intended for individuals residing in New York.

Securities and Advisory Services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. 

  IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC.