Long Island Financial Planning Group,
Your Wealth, Your Strategy.
You’re unique, your financial plan should be too.
At Long Island Financial Planning Group, we embrace the uniqueness of each individual family dynamic. We believe financial plans should reflect the individuality of your specific lifestyle needs, wants, and desires. Developing long lasting relationships is the fundamental component of our academic based, strategy-driven retirement income solutions.
Our team of Advisors have over 40 years of experience in the industry. Fiduciary duty requires us to hold your interest above our own in all matters.
Our tradition of service to you is personal. By fostering relationships and holding in-person meetings, we seek to learn your story and the personal traditions that you desire to continue for your family. This allows us to better understand your financial and life goals. Using the personal connection that we establish with each client, we are able to develop a strategic plan designed specifically for you.
Before we begin to give purpose and vision to your wealth strategy, it is essential for us to know your goals and the assets that you bring to the experience. We get to know you, your goals, and your desires. Together, we will create an action plan to provide a confident financial future for you and your family. Your Wealth Manager will work with our whole team to develop the sound strategy that your wealth deserves.