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Create Your Plan and Invest In Yourself

While many families successfully save money and set goals, we've found it's simply not enough to establish your long-term goals. You'll also need a lifestyle plan, a legacy plan, and an income plan that matches those goals—and then someone to help you keep it all together.

At Emerald Retirement Planning, that's what we do and what we offer—systematic yet customized planning along with empathetic and objective advice. 

We start with the end in mind. Our process is fundamentals-based and goals-driven and results in your specific written plan.

Regardless of what stage of life you are in, we'll determine your desired lifestyle, starting right now and looking forward. This will be the foundation for your plan. We'll review and discuss the nature of transitioning through each stage of life. Finally, we'll determine the type of income, assets, and insurance you will require to implement the plan, and what steps will be needed now and over time to work toward your desired results.

Taken all together, we bridge the gaps, coordinate all aspects of your financial life, and provide you a clear and purposeful path to follow.

Call us to schedule some time to review our process. Our initial review is complimentary and with no obligation thereafter.

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Phone: (845) 942-8578
* Ext 1 – Planning Clients

* Ext 2 – SmartVestor Program

* Ext 3 – Medicare & Insurance

* Ext 4 – Referrals

* Ext 5 – All Other Calls

Text: (845) 263-3526
Fax: (845) 689-2051

Individual Team Email Addresses are listed on the Planning Team page.
Directions are on the Directions page.
If you are looking for information on Medicare, go here: www.emeraldmedicare.com.
Our mailing address and other information is at the bottom of this page.