^{Our Story}
About Us

“Every client has different needs and challenges. My goal is to achieve the highest level of understanding of their unique situation. Only then can I help them plan with confidence.”

Drawing upon her many years of experience in retirement planning and particular expertise in distribution strategies, Beth Blecker provides clients approaching their retirement years or in times of transition with proactive financial strategies. She understands that it's not just your money, it's your life and works towards helping establish financial balance.

A long-time member of Ed Slott Master Elite Advisors, an organization of financial advisors dedicated to serving as leaders in the IRA industry, Beth teaches retirement planning and distribution strategies to local CPA groups and corporations, as well as at various financial services industry events.

Beth has long been involved in helping women develop financial literacy. She offers regular workshops and has hosted a weekly internet show, Taking Control: Financial Independence for Women (translated for the hearing-impaired). She is also past President of the Rockland Business Women’s Network, a non-profit organization that supports and empowers women by providing networking and educational opportunities.

A graduate of Fairleigh Dickinson University, Beth helped launch Eastern Planning in 1995 after a 20-year career in corporate and public accounting. In 2000, she took over as CEO and has grown Eastern Planning into a firm known for its personal, practical advice and superior client service.

Beth’s passionate interest in her community has inspired her to volunteer in many areas. She serves on the board of People to People and the Holocaust Center and has been a Big Sister with the Rockland County Big Brother Big Sister program. She now continuously serves as a mentor.

An active tennis player, Beth also loves spending time with her young grandchildren, Reid, Spencer, Harrison and Daniel.

“It’s important for clients to understand how they can manage their behavior to help achieve their long-term investing goals.”

Specializing in portfolio management and IRA distribution planning, Matt Blecker applies his strong analytical skills and diligent research to developing customized portfolios for each client. Along with investment, IRA distribution, retirement and tax planning advice, he guides clients in managing their behavior more effectively in order to maximize the benefits of investing in a diversified, long-term oriented portfolio.

Matt is known for his dedication to educational excellence—most notably his CFA® charter, CFP® certification and M.B.A. from Columbia University Business School, renowned for its value investing expertise and graduates such as Warren Buffett and Mario Gabelli. He earned his Bachelor of Science in Insurance from Pennsylvania State University.

Matt’s contributions of time and resources have helped the Meals on Wheels Association, the USO, the Holocaust Center, the American Cancer Society and People to People. In 2009, he was named one of Rockland County’s Forty Under 40—an award established to recognize the leaders of today and tomorrow—by Rockland Economic Development.

Matt enjoys spending time with his wife Alissa, their daughter Reid, and their Cockapoo Shea, as well as his family and friends. An avid Mets and Giants fan, his other interests include working out, reading, music, history and politics.