1303 Main Street, Suite C
Port Jefferson, NY 11777
631.743.4001
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Plan today for a prosperous tomorrow

Envision your future

Explore your options

Enact your plan

What will your retirement look like?

It is never too late. Begin preparing and

saving for your retirement today!

Life Insurance: Protection with a Purpose

Discover the many reasons it makes sense to purchase life insurance

and how to determine your financial needs.

Welcome to Economic Planning Group East

In today's complex world, we could all use a little help. Economic Planning Group East would love to be chosen as your trusted advisor. Please let us know how we can be of assistance.

Our Team

Topics of Interest

Annual IRA limits may seem small to you, but combined with the tax breaks and compounding, your investment can add up significantly over time.

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Planned Giving can benefit the donor as well as the beneficiary.

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It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here.

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Minimize your tax liability while preserving your wealth. Find out how to structure your estate plan to do both, here.

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Find out how to protect your financial independence and the future of your business with a comprehensive succession plan. Start here.

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