Broker Check

Why Join LPG?

Life Planning Group is a unique agency in that we offer the boutique feel of a private agency while providing the resources and support a large company can deliver. Here at LPG our advisors are not captive so they can offer the best products and services to their clients without bias. We have in-house full-time marketing support, training and development opportunities, support for advanced sales and application processing staff right here in our main office.

Life Planning Group strives to best service our local community and is actively marketing to Long Island businesses, universities and organizations to bring you sales opportunities to promote your own practice. With locations in Uniondale and Hauppauge, we are part of the communities we serve and love hiring agents who have the same passion for our neighborhoods we do. If you desire the freedom of an independent agent but want the support of a larger firm Life Planning group is the place for you!

“My father has been a financial advisor since 1978.  His career was able to provide a great lifestyle for his family and most of all – the time that he had.  He coached 24 youth sports seasons and he was always there for important events.  The freedom and the potential income that comes with being self-employed was my reason for entering into the business. I started my career at 26 years old wet behind the ears and no concept of what being a self-employed individual would entail.  Now that I am 37 years old, married with two children – I understand my clients in a way that I couldn’t before. I am humbled by the responsibility that my clients give to me.  Whether it is managing their life savings or creating the plan for after their death.  I become part of the family – a trusted advisor.   Now – I control my own destiny.  I can earn as much as I want to based upon how many hours I work, how many phone calls I make and how many meeting I have. My father and I have been at Life Planning Group over 10 years now and have been able to see the agency develop. LPG is unique in the sense that they help true self-employed individuals succeed. We have a great sales manager, in house-marketing, and coaching and training available. If you are a self-starter – this is the agency for you.” – Jonathan Knox