Plan 4, Inc.

We specialize in all aspects of financial planning including budgeting, college & retirement planning, and wealth preservation.

Offices in Garden City, NY and Cohasset, MA Plan 4 has one mission: to assist you in reaching your financial goals. Our advisors are specifically trained to simplify the most complex financial planning issues facing individuals and families today. We strive to learn about you and help you to make your most valued goals a reality

07/21/2026

Visit our website to learn more about advanced strategies. https://www.plan4financial.com/contact

07/20/2026

When you leave your job, you may have four options to manage funds in a work-based retirement plan.

07/17/2026

Navigate markets with LPL Research’s 2026 Midyear Outlook, with insights on stocks, bonds, the economy, and more. Explore what to expect over the second half of 2026.

07/16/2026

Proper allocation between them can improve long-term flexibility and tax efficiency.

07/14/2026

Understanding when to execute these moves is key. If you have questions about using ROTHs please reach out. https://www.plan4financial.com/contact

07/13/2026

Thoughtful use of 529 plans supports both education funding and generational planning. Read the blog to explore how to implement these strategies effectively. https://www.plan4financial.com/blog

07/09/2026

Many families worry about this, but 529 plans offer flexible options including changing beneficiaries or alternative uses. Visit our website to learn more about your options. https://www.plan4financial.com/individuals-families

07/07/2026

Starting early, remaining consistent, and using tax-advantaged vehicles like 529 plans can simplify long-term outcomes. Visit our website to learn more about education planning strategies. https://www.plan4financial.com/

07/06/2026

This makes it a unique planning tool that blends flexibility with tax efficiency. Visit our website to explore more financial planning insights. https://www.plan4financial.com/

07/04/2026

Wishing you and your family a safe, joyful, and memorable Independence Day. As we celebrate the freedoms and opportunities that make our country great, we hope your day is filled with family, friends, and fireworks.

Address

350 Old Country Road
Garden City, NY
11530

Telephone

+15165391681

Website

https://www.plan4financial.com/

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