Why Choose Isakov Planning Group?

There are several great reasons, but first and foremost, we are fiduciaries. That is, our “prime directive” is to always have the client’s best interest in mind with any services or advice that we provide. We are completely independent of any financial services company (that is, we are not obligated to purchase mutual fund shares from any one company, like Vanguard or Fidelity). We do not have any quotas to fill or any minimum account balances. Our ultimate goal is to have a long-term relationship with our clients and their families.

At Isakov Planning Group, you are not an account or a number. You are treated with the respect of a valued friend, and we offer the personal touch that comes from one-to-one contact with Eugene Kuntorovsky, Owner of Isakov Planning Group. We celebrate your personal milestones (birthdays, anniversaries) as well as your financial milestones, like reaching a savings goal.

What Should You Expect as a New Client of Isakov Planning Group?

If you’ve reached out to us to help with your fiscal or planning needs, our very first step is an introductory phone call. With this conversation, we will seek a general understanding of whatever is on your mind, financially speaking!

We may ask you to provide some documents via a secure, encrypted link, including fiscal statements and tax returns. We will schedule a live, no-obligation review of your overall financial picture and provide an analysis from our perspective. If we agree that our services are a good fit for your needs, we request you sign an engagement agreement, with a commitment for 12 months of services. The agreement would outline the actions we will take over that timeframe to help improve your finances.

Our immediate next steps depends on your specific needs. For example, if we are managing your brokerage accounts, we would start connecting to your information so that it can be viewed on our own computer screens. If we are planning for your financial future, we would begin outlining a 5-year plan to determine how we will achieve your goals.

On an ongoing basis, Isakov Planning Group’s clients can expect quarterly phone calls from Eugene, himself, and in some instances, more frequent contacts.

What Services Do We Provide to Individuals or Businesses?

We offer a comprehensive array of services to individuals, including:

• Brokerage accounts
• Budget planning
• Retirement planning
• Debt reduction
• Tax reduction
• College savings plans
• Risk assessment for wealth protection, against early disability or premature death
• Estate planning

For businesses, we offer a full benefits platform, including:

• Retirement programs for employees and/or business owners
• Insurance planning

 

These are all powerful reasons for choosing Isakov Planning Group! Contact us today for your free, no-obligation consultation.