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.
Christian P. Buzzanca, CLU,ChFC
Chris has served in the financial services industry for almost 30 years. Chris studied philosophy at the University of Steubenville in Ohio and business at St. Joseph’s College in New York. He grew quickly in business acquiring Integre Financial and Estate Planning which focused on pensions and estate work.
Kurt Martinson has been a practicing Private Wealth Advisor for the past 6 years. Prior to joining Economic Planning Group, Kurt was with Edward Jones and Penn Mutual serving in the same capacity. Kurt received his degree from SCCC Selden, NY. in Business Administration.
Matt has been providing investment advice for over 12 years on Long Island, New York. Matt studied at Columbia University and Stony Brook University where he received his Bachelor’s degree in Economics. Shortly before graduating, he completed and received his FINRA Series 7 and 63 licenses.
William Rugen has managed his own Financial Services practice since 1987. He has dedicated his profession to helping individuals and business owners with financial guidance and knowledge in a variety of areas.
The only use of an obstacle is to be overcome. All that an obstacle does with brave men is, not to frighten them, but to challenge them.
28th President of the United States
Give me six hours to chop down a tree and I will spend the first four sharpening the axe.
16th President of the United States
There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.
John F. Kennedy
Nothing can stop the man with the right mental attitude from achieving his goal; nothing on earth can help the man with the wrong mental attitude.
3rd President of the United States
What lies behind you and what lies in front of you, pales in comparison to what lies inside of you.
Ralph Waldo Emerson
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Arizona, Connecticut, Florida, Georgia, Hawaii, Maryland, Massachusetts, New Jersey, New York, South Carolina, Texas, Virginia
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.