As the CEO of Eastern Planning Inc., I lead a team of financial professionals who are committed to helping our clients achieve financial independence and a quality life. We provide holistic, comprehensive, and customized financial, tax, and estate planning services that meet the needs and goals of each client. I am also an Ed Slott Master Elite Advisor, a retirement distribution specialist, and the author of It’s Not Just Money It’s Life, a book that shares insights and stories on how to live a fulfilling and meaningful life. I host a podcast with the same name, where I interview guests from various fields and backgrounds who share their perspectives and experiences on life, money, and happiness. My mission is to educate, inspire, and empower people to make smart financial decisions and live their best lives.