As 2025 draws to a close, we want to take this opportunity to thank all our clients for an incredible year of trust, growth, and partnership.
At Isakov Planning Group, we consider our clients close partners and dear friends. We are truly thankful for the confidence you have placed in us to reach your financial goals.
We crossed another major milestone this year, with $70 million in assets under management. Thank you for being part of our organization’s growth. As a result of that growth, many families reached major milestones this year, including purchasing new homes, saving for children’s college education, and reducing their debt.
In addition, several clients saw meaningful progress in their readiness to retire, whether the goal was to retire early or during the typical retirement age. We want to remind everyone that December is a perfect month to fine-tune your retirement plan contributions right now and for 2026. It is not too late to make a last-minute (2025) contribution to your IRA or Roth IRA. If you’d like to do so, contact us immediately. We’re here to help.
In addition, if you want to get your financial future off to a strong start in January, let’s schedule an end-of-year check-up now.
Again, thank you for your trust this year and in the past. We look forward to helping you be intentional with your money and attaining financial peace in 2026!