Broker Check

Who We Are

At Life Planning Group, our name tells our story. We are a collective of independent, non-captive advisers who work exclusively on behalf of our clients’ best interests.

Put another way: we are a diverse team of advisers and managers who provide solutions for clients in all stages of life. Based in Long Island, New York, we have two offices: one in Nassau County and the other in Suffolk County.

As an agency of Penn Mutual, we have the resources of a leading institutional firm with the personal touch of a boutique shop. While we provide a vast spectrum of products and services for both individuals and services, we maintain a select clientele so we can truly understand and address their individual needs.

Our Firm

At Life Planning Group, each of our professionals brings a specific perspective to the firm. Whether designing wealth management strategies, insurance solutions, or business succession plans, our Advisers and managers unite their individual expertise to form a truly dynamic team dedicated to your financial security.