Isakov Planning Group

Isakov Planning Group

5.0Exceptional(5 reviews)
Offers online services
Offers online services

About

We are am independent firm, in practice since 2009. Collectively we have over 20 years experience. We offer free no obligation review, just a friendly conversation to learn about their financial concerns and answer their questions. We focus to help our clients reduce their taxes, plan for retirement, and build and preserve their wealth.

isakovgroup.com

https://www.facebook.com/pages/Isakov-Planning-Group/100989509971456

i love to show people their income is the most powerful tool and being intentional and giving their money a purpose great things will happen


Highlights

4 employees
15 years in business
Serves Southampton , PA
Offers online services

Payment methods

Cash, Check

Social media


Details

Number of people

Individual person, Couple (individual and spouse)

Draft needed

Will only, Power of attorney only, Will and Power of attorney, Living trust

Photos and videos


  • Reviews

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    TR

    Tarana R.

    Eugine was very polite and helpful
    He helped to answer all the questions I had
    ... Show more
    September 26, 2021

    TY

    Tanzilya Y.

    Professionalism, competence, attentiveness, consideration and trust
    ... Show more
    September 24, 2021

    SM

    Stan M.

    Broad expertise and understanding of financial planning needs!
    ... Show more
    September 23, 2021

    DS

    Dan S.

    Professional and Approachable are the two qualities that I appreciate most about how IPG handled my business!
    ... Show more
    September 22, 2021

    F

    Felix.

    Have Been working with Eugene for about nine years now. Great experience. Careful. Very responsive.
    ... Show more
    September 22, 2021

    Frequently asked questions

    It all starts with a free no obligation review, just a friendly  conversation to get to know the client. We ask alot of questions and listen for their concerns, aspirations, passions, and goals and draw the blueprint for pursuing and achieving them. This is accomplished by clarifying your short- and long-term goals, review debts and obligations cause we know life is not a series of planned events.

    We have been practicing for 16 years now, we all have are series securties licenses. We also have licenses to review life and disability insurance. But are number one is we are our client's fiduciaries and we pride oursleves to the fiduciary standard as described by FINRA and SEC

    yes we have standard pricing system but our services are not cookie cutter. Because we know no person, family, business is created or acts the same. So our service prices evolves based on the client

    I always love helping and share my knowledge and my sucess. In 2008 as the recession was occuring in our economy i saw everyday hardworking people saying they are loosing money, they were worried, they didnt know what would happen next and the question for me kept coming up is why are they saying that? And when i would ask the question why they think they are loosing money, they didnt have their own answer it was based on someone else thought; friend, family, news. Cause the person(s) i was asking the questions had a job, had a place to live, and was healthy so what were they loosing?  Thats when i realized they didnt have anyone to speak with to tell them it will be fine, its only temporary. Also they didnt have dedicated person to review their concerns, and answer their questions and offer solutions. 

    We have worked with families, business owners, entrepreneur, proffesionals like doctors and lawyers

    I have been working with a couple in their 30 who in 2 years  were able to pay off  $102,000 in debt and the only remaining debt they have now is the home mortgage. Range of income combined is 125k- 130k expecting their first child in 4 months.

    Make sure you get their references and make sure they have your interest before theirs

    can i(we) do this myself?

    do i(we) have enough knoweldge to solve my questions or concerns

    do i(we) have time to do it all ourselves? with a career and kids? 

    Can i(we) do better?


    Services offered

    Wills And Estate Planning
    Financial Services And Planning