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Personal Service for a Secure Future
6800 Jericho Tpke. Suite 203W
Syosset,
NY 11791
Phone: < Syosset Location 516-682-8400
FAX: Syosset Location 516-682-8590
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The Long Island Planning Group, located in Syosset, New York, has been in business since 1975 offering financial products and services. Employee benefits often provide the foundation for a sound financial future. We help our clients coordinate their life insurance, health insurance and long term care insurance needs with their financial goals. We work with our individual and business clients to create a diversified portfolio that recognizes their objectives.
Our goal is to establish and maintain a firm relationship with our clients. After discussing the needs and dreams of our clientele we develop and discuss the available options. Understanding our client's objectives allows us to offer our expertise in financial products and strategies to develop a sound and workable plan. Coordination with the clients' advisors including their CPA, Attorney, Banker, Trustee and Trust Officer are essential to our team oriented approach. Our periodic reviews will help clients achieve their goals, even as they change over time
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
Risk Tolerance
This calculator is designed to help you clarify your comfort level with investment risk.
More Calculators>>>
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Hot Topic: Historic Stimulus Strives to Spur Economy
In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.
HOT TOPIC: Inflation Slows But Still Poses Long-Term Threat
After a year in which energy prices hit record levels, most consumers will be surprised to learn that the 2008 inflation rate was almost zero. But don't be fooled into thinking that inflation is no longer a threat to your long-term financial outlook.
Gauging Investor Sentiment
Technical analysis, the evaluation of securities based on historical prices and other trading variables, is based in part on market psychology and thus looks at a host of sentiment indicators for clues about the near future.
Don’t Bet Your Life on These Insurance Myths
Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.
More Newsletters>>>
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July 05, 2009 @ 03:58 PM
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100 MERRICK RD. (3RD FLOOR)
- ROCKVILLE, NY 11570
- 516-918-3535
We are licensed to sell Insurance Products in
the following states: New York.
We are registered to sell Securities
in the following states: New York.
Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.
Important Legal Information
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