Certified Financial Planner in Garden City NY

Plan 4, Inc. is a multigenerational financial planning firm
offering complete personalized financial advice

Financial planning can be complicated. We’re here to help.

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.

Congratulations Plan 4 Financial, for moving into the top 1% of
advisors at LPL!

Plan 4 Financial has earned a place among LPL Financial’s Summit Club Program for 2026 that is given to the top 1% of all advisors at LPL.

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Our Approach

We tell it like it is. Our straightforward and transparent approach builds long-lasting client relationships.

Our Team

As an independent practice, we are committed to offering complete personalized & professional advice.

Our Services

We specialize in all aspects of financial planning including budgeting, college & retirement planning, and wealth preservation.

Plan 4, Inc. is a multigenerational financial planning firm offering complete personalized financial advice