Our Process
Discovery Process
Together Eastern Planning identifies your goals, values, dreams and any special concerns or challenges.
To help our clients maintain or enhance their lifestyle long into retirement, we have designed a comprehensive process that enables us to fully understand your needs and concerns and then develop a financial plan and recommendations to help you make important decisions with confidence and enjoy life.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
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