Plan 4, Inc.

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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

11/04/2026

Only 45% of retirees say a workplace retirement plan is an income source, compared with 83% of workers who expect one to be.

11/03/2026

Before choosing how to give, get clear on why you give. Look back at the gifts that felt most meaningful. Your experiences, values, and desired impact can help shape a more focused charitable strategy. Turn your values into a plan at https://www.plan4financial.com/

11/02/2026

A thoughtful giving plan can connect the causes you value with your financial and legacy goals. Read the blog for six steps to begin. https://www.plan4financial.com/blog

10/31/2026

Wishing you a Halloween filled with creative costumes, neighborhood fun, and just the right amount of spooky. Have a safe and enjoyable celebration!

10/29/2026

Your investments, insurance, business interests, beneficiaries, and legal documents should tell the same story. Coordination can reveal gaps. Bring your plans into focus at https://www.plan4financial.com/

10/27/2026

Changes in tax law, family circumstances, and personal wealth may call for a fresh strategy. Read the blog for six approaches to consider. https://www.plan4financial.com/blog/wealth-transfer-strategies-in-changing-tax-environments

10/26/2026

When a business represents a major share of family wealth, ownership, leadership, liquidity, and taxes should be considered together. Coordinate what matters at https://www.plan4financial.com/

10/23/2026

Without clear instructions, taxes, delays, and family uncertainty may decide what happens next. Make your wishes easier to understand and carry forward.
Take the fear out of planning: https://www.plan4financial.com/

10/20/2026

Different trusts serve different goals, including control, family support, charitable intent, and estate planning. Legal and tax guidance matters. Explore the blog for an overview of wealth transfer tools. https://www.plan4financial.com/blog/wealth-transfer-strategies-in-changing-tax-environments

10/19/2026

Family conversations can prepare the next generation for the responsibilities that come with inherited wealth. Create clarity across generations at https://www.plan4financial.com/

Address

229 7th Street Suite 201
Garden City, NY
11530

Telephone

+15165391681

Website

https://www.plan4financial.com/

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