Individual and Family Services
Everyone can use financial expertise! Isakov Planning Group's financial advisors understand that each person's situation, financial needs, and long-term goals are unique. At IPG, our approach includes a powerful, flexible framework to formulate financial solutions for individual clients and their families. Our personalized approach helps the advisor and the client navigate the best route to reaching those short-term and long-term financial goals.
Business Services
We can work with any type of business, in any industry. The advisors at IPG fully understand that although business owners are concerned with their company and its performance, the key partners, employees, and their families are the engine running that business. Isakov Planning Group has the expertise and array of services to address the total needs of businesses, owners, partners, and principals.
Insurance Services
Isakov Planning Group's financial experts are well-versed in many types of insurance products for individuals, business executives, and companies. We offer a full spectrum of AAA-rated life insurance products (including term, universal, and whole-life plans), disability, group medical, long-term care, and other types of insurance policies. The IPG team is unbiased and not affiliated with any one life insurance company.
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WHO WE ARE
Meet Eugene
We're interested in learning about your life story. Tell us your story and allow IPG to review your current situation and future plans through a FREE, no-obligation first-time conversation.
We have been serving our clients since 2008. Our owner, Eugene Kuntorovsky, has more than 15 years' experience in the financial planning field. Isakov Planning Group is an independent firm, meaning that we are not required to meet client quotas or have any alliance with a single investment, insurance, or other provider.
Our allegiance is to the fiduciary standards, and that means our obligation is to each client and no one else.
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.
What Our Clients Say
Don't just take our word for it. Here's what our satisfied clients have to say about our services.
Isakov Planning Group transformed my financial outlook. Their personalized approach helped me secure my family's future while growing my business.
Sarah Johnson
Small Business Owner
New York
The retirement planning services were exceptional. I now have confidence in my financial security and can enjoy my golden years worry-free.
Michael Chen
Retired Engineer
California
Professional, knowledgeable, and trustworthy. They helped me navigate complex insurance options and optimize my investment portfolio.
Lisa Thompson
Healthcare Professional
Florida
Outstanding service and expertise! They created a comprehensive financial plan that perfectly aligns with my long-term goals and risk tolerance.
Robert Williams
Technology Executive
Texas
The team at IPG provided exceptional guidance on tax optimization and investment strategies. My portfolio has never performed better.
Jennifer Davis
Real Estate Investor
Illinois
Their comprehensive approach to financial planning has given me peace of mind. They truly understand the unique needs of medical professionals.
David Martinez
Medical Doctor
Arizona
Ready to Join Our Satisfied Clients?
Experience the difference our personalized financial planning can make for your future.
Schedule Your ConsultationOffice Locations
671 2nd Street Pike
Southampton, PA 18966
1346 How Ln
North Brunswick, NJ 08901
500 7th Avenue, 8th floor
New York, NY 10018
Ready to Get Started?
Contact any of our offices to schedule your consultation