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
Specialties
Comfort with finances
Career stage
Annual income
Service type
Photos and videos
Reviews
Tarana R.
Tanzilya Y.
Stan M.
Dan S.
Felix.
Frequently asked questions
What is your typical process for working with a new customer?
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.
What education and/or training do you have that relates to your work?
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
Do you have a standard pricing system for your services? If so, please share the details here.
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
How did you get started in this business?
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.
What types of customers have you worked with?
We have worked with families, business owners, entrepreneur, proffesionals like doctors and lawyers
Describe a recent event you are fond of.
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.
What advice would you give a customer looking to hire a pro in your area of expertise?
Make sure you get their references and make sure they have your interest before theirs
What questions should customers think through before talking to pros about their needs?
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?