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The firm

We keep you on track toward
your goals at every step

Long Island natives Jeremy Fraser, Augie Abbatiello, and Dominick Scarfogliero founded Long Island Financial Planning Group with the belief that financial plans should be tailored to each person’s unique needs. Our goal is to provide a personal, planning-first approach built around lifestyle goals and long-term relationships. We’ve worked to create a community where clients can become part of something bigger through events, education, and genuine connection.

Planning-first to give every decision more purpose

Planning-first to give every decision more purpose

We lead with planning to help clients see how the pieces of their life fit together, from retirement income to healthcare, Social Security, estate considerations, and beyond. By leading with a structured plan, we help clients stay focused and on track to where they want to go.

Keep more of your money with a tax-sensitive approach

Keep more of your money with a tax-sensitive approach

Your strategy should account for how taxes can affect the income, assets, and benefits you rely on. We help you understand how withdrawals, pensions, Social Security, and other income sources can shape a more efficient plan and reduce costly surprises.

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Our core values

The way we serve clients is shaped by a few clear priorities. Those values shape both the advice we give and the experience we create.

Leading with a plan

Our advice is driven by a structured planning process, including Advanced Time Segmentation. We align your assets to the right time horizons so your money is positioned to support your goals when you need it most.

A tax-sensitive perspective

The difference between a great plan and a good one often lies in its overall efficiency. We look at every decision through a tax lens to help our clients minimize risk and keep more of what they've earned.

Clarity creates confidence

We believe people make better decisions when they understand the reasoning behind them. Our seminars and educational approach are designed to build your confidence and help you reach goals with clarity.

You deserve to be known

We built this practice for people who have worked hard to build what they have. You deserve genuine advice from a partner who cares. The work we do is personal, and the relationships behind it should be too.

Stay on track to the retirement you’ve worked for

We build plans that help you see where you stand, understand your options, and move toward retirement with greater confidence. Our firm uses strategies like Advanced Time Segmentation® to bring more structure to your retirement income plan.

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Guiding you with credentialed insight

Guiding you with credentialed insight

Clients benefit from a team approach that brings different strengths, shared insight, and years of experience. That depth is reinforced by our professional credentials, including the CFP® certification. We use that expertise to help clients make informed, time-tested decisions.

Get more than a plan, get a community

Get more than a plan, get a community

Through seminars, events, conversations, and ongoing guidance, we work to build confidence and foster a supportive community that welcomes and connects our clients. We strive to provide an experience where they feel supported beyond simply signing up for a service.

Meet our experienced Long Island wealth managers

Our Team

Six clear steps to keep you on track to retirement

Our Approach

Start securing your ideal retirement lifestyle

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