Broker Check

Trusted. Experienced. Local.

At Life Planning Group, we make financial planning as convenient as a trip to the store. We’re not tucked away in a sprawling city; we’re right here in the heart of your community. Based in both Nassau and Suffolk Counties, our expert advisory team is driven to strengthen our local community and the financial lives of every client within it. 

Whether you are an individual investor, a family, or a business owner, we will walk beside you through all stages of your life’s journey.

Financial Guidance For All Stages of Life

Our Mission

To inform, educate, and create financial plans for our clients by providing insurance and financial solutions that will help protect their assets, help achieve their unique goals, and enable them to enjoy all of life’s possibilities.

Learn more

Our Commitment

As your financial advocate, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and help you maintain a disciplined approach to realizing your dreams.

Learn more

Our Philosophy

Client education is essential to success. At Life Planning Group, we focus our expertise not only on crafting custom strategies, but on ensuring you understand how they advance and secure your most valued financial goals. 

Learn more

Client Centered

At Life Planning Group, we recognize that no two clients are the same. You have specific needs that must be met with equally unique and custom strategies. 

Together, we can help take the mystery out of planning for your short and long-term goals. Our advisors specialize in a broad spectrum of services, from retirement planning and college funding, to insurance solutions and tax-smart estate plans, business succession plans, employee benefits strategies, and much more. 

Whatever you hope to achieve, we look forward to working with you and continuing your success.

Learn more

How We Work

Strong relationships reap the most enduring rewards. Our first priority is to gain a deep appreciation for your current situation, to help you identify your dreams and goals, and to understand your tolerance for risk. Working from that foundation, we begin creating strategies that secure you and your family’s financial future.

Only 2% of companies know their true value. Find out what your business is worth.* *IBIS World (2014)

Start Your Valuation

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.