Plan 4, Inc.

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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

On World Financial Planning Day, take one step toward a more organized future. Review your goals, accounts, beneficiarie...
10/08/2026

On World Financial Planning Day, take one step toward a more organized future. Review your goals, accounts, beneficiaries, and planning team. Connect the pieces at https://www.plan4financial.com/

Investors are evaluating strategies involving short-term fixed income, cash-flowing equities and paying down variable-ra...
10/07/2026

Investors are evaluating strategies involving short-term fixed income, cash-flowing equities and paying down variable-rate debt. The next Federal Reserve policy meeting is scheduled for October 27–28.

Exciting News! Our Garden City office has moved! Our new address is 229 7th Street, Suite 201 Garden City, NY 11530We lo...
10/07/2026

Exciting News! Our Garden City office has moved! Our new address is 229 7th Street, Suite 201 Garden City, NY 11530
We look forward to seeing you in our new home!

Before choosing strategies, define the people, priorities, and purpose behind your plan. Clear goals help create a more ...
10/06/2026

Before choosing strategies, define the people, priorities, and purpose behind your plan. Clear goals help create a more intentional transfer of wealth. Build your plan at https://www.plan4financial.com/

If you have people, property, a business, or causes you care about, you have a legacy worth planning for. See how Plan 4...
10/05/2026

If you have people, property, a business, or causes you care about, you have a legacy worth planning for. See how Plan 4 simplifies the next step: https://www.plan4financial.com/

The frightening part is not change. It is having a plan that cannot respond to it. Review your wealth transfer strategy ...
10/02/2026

The frightening part is not change. It is having a plan that cannot respond to it. Review your wealth transfer strategy before surprises surface. Uncover a clearer path at https://www.plan4financial.com/

A structured approach may help keep your financial goals on track. Read the full blog to learn six ways to strengthen yo...
09/29/2026

A structured approach may help keep your financial goals on track. Read the full blog to learn six ways to strengthen your financial future. https://www.plan4financial.com/blog

Address

350 Old Country Road
Garden City, NY
11530

Telephone

+15165391681

Website

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