Plan 4, Inc.

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

According to the latest IRS data, just 29% of Roth IRA contributors maxed out, meaning more than 7 in 10 fell short of t...
09/02/2026

According to the latest IRS data, just 29% of Roth IRA contributors maxed out, meaning more than 7 in 10 fell short of the annual limit.

What a great experience at LPL Focus in San Diego!The conference brought together financial professionals from across th...
08/27/2026

What a great experience at LPL Focus in San Diego!

The conference brought together financial professionals from across the nation to discuss the latest developments in wealth management, technology, and client service.

While the sessions and announcements offered plenty of valuable insights, the real highlight was connecting with fellow professionals, learning from industry leaders, and returning home with new ideas and renewed energy to better serve our clients and our community.

Knowing where your money goes can help support retirement, education, and legacy planning. Visit our website for guidanc...
08/25/2026

Knowing where your money goes can help support retirement, education, and legacy planning.

Visit our website for guidance. https://www.plan4financial.com/

Digital assets may include online banking, cryptocurrency, email accounts, social media profiles, and cloud storage. Inc...
08/18/2026

Digital assets may include online banking, cryptocurrency, email accounts, social media profiles, and cloud storage. Including these assets in your estate plan can help provide guidance and accessibility for your loved ones when it matters most. Small reviews today can prevent larger issues later.

Visit our website to get started. https://www.plan4financial.com/

Consider how online accounts and records fit into your long-term plan. Visit our website for more planning resources. ht...
08/17/2026

Consider how online accounts and records fit into your long-term plan.

Visit our website for more planning resources. https://www.plan4financial.com/

Address

350 Old Country Road
Garden City, NY
11530

Telephone

+15165391681

Website

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