“We stress to our clients that things happen; things change, so we all must make sure that we constantly live, breathe, and update our financial planning at ALL stages!”
Beth Blecker, RFC
After working for over 20 years in corporate and public accounting, Beth Blecker helped to launch Eastern Planning Inc. based in Nanuet, New York. Five years later, she became the ﬁrm’s chief executive officer and under her leadership, Eastern Planning quickly established a reputation for providing individualized, practical advice as well as superior client service.
With almost three decades of experience in retirement planning and expertise in distribution strategies, Beth provides her clients with proactive ﬁnancial strategies. She works to remind clients that ﬁnancial planning “isn’t just about their money; it’s about their quality of life.” Beth's team includes ﬁve vital associates, who also help ensure an incredible client experience. Client care is a hallmark of Eastern Planning.
In fact, Eastern Planning has a logo which says, “Plan with conﬁdence, and enjoy life.” According to Beth, this statement summarizes the mission of the entire company in short. Although the ﬁrm does traditional comprehensive planning, and they do everything to ensure that it is done correctly, Beth argues that ﬁnancial planning is not done; it is lived. She explains, “We stress to our clients that things happen; things change, so we all must make sure that we constantly live, breathe, and update our ﬁnancial planning at ALL stages!” Their primary objective is to help their clients meet their long-term ﬁnancial goals.
For instance, Beth has clients in their late 80s who were in the 60s when they started doing business together. Now, she helps them to utilize their long-term care policies. Beth and her team members offer ﬁnancial planning for Bergen, Rockland, and Westchester Counties and work to make sure that all of their clients have what they need. They take pride in helping their clients through all stages of life.
One aspect that makes Eastern Planning unique is that Beth and her son, Matthew, are partners. Matthew Blecker is a Chartered Financial Analyst (CFA) and a Certiﬁed Financial Planner (CFP) with an MBA from Columbia University Business School. Beth, a graduate of Fairleigh Dickinson University, has been a ﬁnancial planner for 24 years. She is also a long-time member of Ed Slott Master Elite Advisors, an organization of ﬁnancial advisors dedicated to serving as leaders in the IRA industry. The combination of Beth’s and Matthew’s talents are utilized to serve every single client so that those who come to Eastern Planning receive all that the ﬁrm has to offer. Since their company is comprised of family members who care about their clients, they say: “Let our family help your family.”
Beth is also passionate about community involvement and working with charitable organizations. Therefore, supporting charities is an important part of the culture at Eastern Planning as well. Beth 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 also continuously serves as a mentor and has long been involved in helping women develop ﬁnancial literacy.
25 Smith Street, Suite 304,
Nanuet, New York 10954
FB: Beth Kline Blecker