Our Firm

In business since 1975, the Long Island Planning Group offers a variety of financial products and services that help our clients coordinate their life insurance, health insurance and long term care insurance needs with their financial goals. We work with our clients to create a diversified portfolio that recognizes their objectives and create a sound financial plan.

Our goal is to establish and maintain a relationship with our clients. After meeting with potential clients, we determine which available options best suit our clients' needs.  Long Island Planning Group represents over 25 insurance companies, allowing us to secure competitive rates and opportunities.  Coordination with the clients' advisors including their CPAs, attorneys, bankers, trustees and trust officers is essential to our team oriented approach. Our periodic reviews help clients manage their goals and adapt to change over time.