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Our Services

Business Financial Services

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Isakov Planning Group’s financial expertise spans a broad spectrum. We work with businesses and industries of any variety. Our professional service providers understand that business owners must think about not only themselves, but the business, key partners, employees, and the families relying on that business. We understand and abide by basic fiduciary standards by remaining completely transparent with our clients and putting your needs before anything else. Isakov officials modify each and every financial strategy to the client to ensure a business’s long-term success.

We will provide you with the following services:

Financial Planning
Tax Planning
Executive Benefit Planning
Employee Benefit Planning
Succession / Transition Planning
Disability Insurance
Buy-Sell Life Insurance
401K Advisory Services
Assist in selection of: TPA, 401k platform, and enrollment process
403B Advisory Services
Assist in selection of: TPA, 401k platform, and enrollment process
Deferred Compensation
Group Benefits
Group Life Insurance
Group Short Term Disability Income Insurance
Group Long Term Disability Income Insurance

We offer all new clients a free consultation to:

Obtain a detailed understanding of financial goals
Help retain and attract qualified employees
Maximize owner savings
Provide fiduciary services
Educate, advise, and monitor your employees

Office Locations

671 2nd Street Pike
Southampton, PA 18966

1346 How Ln
North Brunswick, NJ 08901

1501 Broadway 12 TH Floor
New York, NY 10017
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Isakov Planning Group brings industry leading resources and expertise to help our clients pursue and achieve their financial goals.