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

For a one-person household, Social Security can make a big difference in how much savings it takes to retire comfortably...
06/25/2026

For a one-person household, Social Security can make a big difference in how much savings it takes to retire comfortably.

Your plan isn’t meant to sit on a shelf—it should evolve as your life does. Regular reviews help ensure your strategy st...
06/25/2026

Your plan isn’t meant to sit on a shelf—it should evolve as your life does. Regular reviews help ensure your strategy stays aligned with changing goals, market conditions, tax laws, and major life events.
Because a plan that’s kept current is a plan you can rely on.
Not sure if your plan is up to date? Let’s connect and make sure you’re still on track. https://www.plan4financial.com/contact

Today we celebrate the fathers, mentors, and leaders who inspire us every day.Happy Father’s Day from our team to yours.
06/21/2026

Today we celebrate the fathers, mentors, and leaders who inspire us every day.
Happy Father’s Day from our team to yours.

Take the time to reduce your anxiety about spending money in retirement, and you’ll feel better about spending money on ...
06/18/2026

Take the time to reduce your anxiety about spending money in retirement, and you’ll feel better about spending money on things that make you happy.

06/18/2026

Take the time to reduce your anxiety about spending money in retirement, and you’ll feel better about spending money on things that make you happy.

Wealth management today is about more than just asset allocation—it’s about how every piece works together.From leveragi...
06/18/2026

Wealth management today is about more than just asset allocation—it’s about how every piece works together.
From leveraging technology to enhancing diversification and receiving personalized guidance, a modern strategy is designed to support smarter decisions and stronger outcomes.
Read the blog to learn more: https://www.plan4financial.com/blog

A few weeks ago, Amanda Murray and Alfred G. Russo flew across the pond to attend the LPL Advisor Summit in London! This...
06/15/2026

A few weeks ago, Amanda Murray and Alfred G. Russo flew across the pond to attend the LPL Advisor Summit in London! This was an event where the elite class of the LPL Financial community come together at Summit to celebrate their success and set a course for continued growth.

Second-quarter estimated tax payments may be due for individuals with income not subject to withholding. Planning ahead ...
06/15/2026

Second-quarter estimated tax payments may be due for individuals with income not subject to withholding. Planning ahead helps avoid penalties.

Address

350 Old Country Road
Garden City, NY
11530

Telephone

+15165391681

Website

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