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

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/

10/16/2026

The Social Security Administration (SSA) announced a 3.6 percent benefit increase for 2027. Social Security benefits include Old-Age, Survivors, and Disability Insurance (OASDI), and Supplemental Security Income (SSI). On average, Social Security retirement benefits will increase by $75 per month. You can review all the details here: https://content.govdelivery.com/accounts/USSSA/bulletins/42e75c3

10/15/2026

The 3.6% cost-of-living adjustment for 2027 will give Social Security beneficiaries the largest benefit increase since 2023.

10/15/2026

Gifting may reduce a taxable estate, but timing, control, and family goals matter. A personalized review can help you weigh the tradeoffs. Start the conversation at https://www.plan4financial.com/

10/13/2026

Review beneficiaries after marriage, divorce, a birth, a death, or another major life change. Small updates can help keep your intentions aligned. Bring your full picture together 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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