Our Services
Comprehensive financial planning solutions designed to help you achieve your goals and secure your financial future.
What We Bring to You
Personal Financial Planning
Isakov Planning Group is interested in learning about your life story. We have been practicing since 2008 and our owner Eugene, has more than 15 years' experience in financial planning. Isakov is an independent firm—allowing us to work with no quota and a devout allegiance to fiduciary standards.
- FREE, no-obligation consultations
- 15+ years of experience
- Independent fiduciary standards
- Customized approach for each client
Protecting Your Assets
Isakov Planning Group specializes in unique methods of protecting your assets. We also provide a suite of insurance services that may protect your assets against market risk, a loved one's untimely death or disability, or the costs associated with long term care expenses.
- Market risk protection strategies
- Life and disability insurance
- Long-term care planning
- Asset protection methods
Securing Your Legacy
When thinking about passing on your assets to your loved ones after you have passed, the rules and complexities of federal, state, and even local estate tax regulations can be overwhelming. We understand fully how these estate tax regulations apply to not only U.S. citizens and permanent residents, but foreign residents with property holdings in the U.S.
- Estate tax planning strategies
- Federal and state tax optimization
- International estate planning
- Legacy preservation methods
Ready to Secure Your Financial Future?
We are not required to sell products or certain services—our only responsibility is to provide our clients with a proper customized approach.