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What It’s Like Working With Eastern Planning (Ep.3)

  1. What It’s Like Working With Eastern Planning (Ep.3) Matt and Beth Blecker 29:00

Everyone wants clear and trusted guidance when it comes to creating a smart financial plan that is designed to work with your future goals.

Where do you start? Well, look no further!

In this episode, Beth and Matt Blecker talk about the process of becoming a client at Eastern Planning and how they determine a personalized financial plan for their clients. 

Beth and Matt discuss: 

  • What to expect during your first contact with Eastern Planning
  • What is involved during their first three appointments
  • How they determine the type of financial support a clients needs
  • How they stay connected to their clients while hosting fun events
  • And more

Connect With Beth Blecker:

Connect With Matt Blecker:

Connect With Eastern Planning:

Drawing upon her many years of experience in retirement planning and particular expertise in distribution strategies, Beth Blecker provides clients approaching their retirement years or in times of transition with proactive financial strategies. She understands that it's not just your money, it's your life and works towards helping establish financial balance.

A long-time member of Ed Slott Master Elite Advisors, an organization of financial advisors dedicated to serving as leaders in the IRA industry, Beth teaches retirement planning and distribution strategies to local CPA groups and corporations, as well as at various financial services industry events.

A graduate of Fairleigh Dickinson University, Beth helped launch Eastern Planning in 1995 after a 20-year career in corporate and public accounting. In 2000, she took over as CEO and has grown Eastern Planning into a firm known for its personal, practical advice and superior client service.

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