Broker Check
Client Login

Plan With Confidence…
Enjoy Life®

We help corporate executives, successful professionals, and public servants navigate the financial decisions that matter most, retirement, benefits, income, and everything in between, so they can move forward with confidence and finally enjoy the life they've earned.

Contact Us
Featured Content

Perspectives for the Road Ahead.

Timely insights and practical resources to help you make thoughtful decisions about your money, your future and the life you're building.

01
Leadership & Legacy

A Leader's Evolution in Financial Planning

Matthew Blecker reflects on the values, experiences, and long-term perspective that shape his approach to leadership—and his vision for the future of Eastern Planning.

READ THE Article

02
A Book by Beth L. Blecker

It's Not Just Money, It's Life®

Financial decisions rarely happen one at a time. In her book, Beth Blecker brings retirement, workplace benefits, pensions, investments, taxes and family responsibilities into one thoughtful, practical picture—so you can move forward with greater clarity and enjoy the life you've earned.

BUY THE BOOK

WHAT WE DO
Planning For Every Stage.
Ready For Every Moment.

Life doesn't happen in neat categories and neither does financial planning. We help clients navigate the decisions that matter most at every stage, so the pieces work together and nothing gets left behind.

Learn more


Explore All Services
01Comprehensive Planning ForBusy, Complex Lives

01
Comprehensive Planning For
Busy, Complex Lives

Benefits, 401(k)s, compensation, investments, and family planning, all working together in one place.

Learn more
02Getting ReadyFor What's Next

02
Getting Ready
For What's Next

Retirement, rollover, healthcare, and income decisions, planned with more clarity and confidence.

Learn more
03When Life ThrowsYou A Curveball

03
When Life Throws
You A Curveball

Support for major life changes, family needs, and the financial decisions that come with them.

Learn more
04Living The LifeYou've Earned

04
Living The Life
You've Earned

Retirement income, IRA strategies, legacy planning, and long-term decisions, all working together.

Learn more

How We Work
A Thoughtful, Personal Approach To Planning.

 We begin by understanding what matters most to you, then create a personalized plan and provide ongoing guidance as your life evolves.

STEP 01
Get To Know You

STEP 02
Build Your Plan

STEP 03
Guide You Forward

What It Means For You
Personal, Practical, Grounded In Real Life.


Specialized Expertise
That Fits

Deep experience in retirement income, IRA and distribution strategies, corporate benefits, stock compensation, and complex planning decisions.


Nothing Falls
Through The Cracks

We help clients manage their full financial lives, and make sure all the pieces work together, not just their investments.


A Relationship,
Not A Transaction

We get to know your family, your career, and your concerns. When something changes, you know who to call.


The Freedom
To Enjoy Life

We help you see clearly where you stand, make decisions with confidence, and give yourself permission to live the life you've built.

Who We Help
The People We Plan With, And For.

Corporate Executives & Successful Professionals

Corporate Executives & Successful Professionals


Learn more
Teachers, Firefighters & Public Servants

Teachers, Firefighters & Public Servants


Learn more
Pre-Retirees & Retirees

Pre-Retirees & Retirees


Learn more
Women Planning For The NextChapter

Women Planning For The Next
Chapter


Learn more
People Navigating Life Transitions

People Navigating Life Transitions


Learn more

INSIGHTS And PERSPECTIVE
Thoughtful Reads on the Decisions That Matter Most

What Rate Would I Need to Earn on My Savings?

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.
Learn More
Making Sense of HSAs and FSAs

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.
Learn More
What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
Learn More

GET STARTED
Ready To Plan With
Confidence And Enjoy Life?

Whether you’re thinking about retirement, benefits, family, or the bigger picture, we’re here to help you make thoughtful decisions with more clarity and less worry, because it’s not just money. It’s life.

Schedule A Conversation