It is a pleasure to have you visit our website. Life Planning Group is a financial services firm – with more than 70 employees. Our offices are conveniently located in Uniondale, Manhattan, and Hauppauge.
Our team has a combined 60 years experience in the practical application of these services and we understand clearly what people expect of their advisors: trust - integrity - intellectual capital. Add leadership, clarity, and creativity and you have the recipe to create significant value.
We specialize in insurance and retirement strategies for business owners, professionals and high net worth individuals. Our products, services, and intellectual capital have evolved from years of analyzing and solving the many unique planning issues of our clients.
We have built our team on a simple idea - "recommend a course of action that I myself would take given the same circumstances."
WHEN I LEARNED THE TRUE MEANING AND CRITICAL IMPORTANCE OF LIFE INSURANCE