Our History
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 don’t believe in a once-and-done approach resulting in a written document that sits on a shelf gathering dust. Our clients see their plans almost as a living, breathing resource, designed to change and adapt to whatever happens in their lives.
Our Back Office Team
I am supported by a network of premier partners, who bring strength, stability and security to strategies that are designed to work for today and tomorrow. All with one goal in mind—your success. I think it is important that I introduce them to you.
They are Affiliated Advisors, an independent firm that provides us with back office, technology, regulatory and operational support. They are not onsite at my office, but always available to help and guide us.