The Long Island Planning Group, Ltd., founded by Robert Israel, has been in business since 1975 offering access to financial products and services. We help our clients coordinate their life insurance, health insurance, disability insurance and long term care insurance needs with their financial goals. We work with our clients, both individuals and businesses, to create a diversified portfolio that recognizes their objectives. Our goal is to establish and maintain a relationship with our clients. After discussing the needs of our clientele, we develop and discuss the available options. Understanding our clients' objectives allows us to offer our experience in financial products and strategies to develop sound and workable plans. Coordination with the clients' advisors including their CPAs, attorneys, bankers, trustees and trust officers is essential to our team oriented approach. Our periodic reviews are designed to help clients pursue their goals, even as they change over time.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. |
Newsletters
-
Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
-
New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
-
Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
-
HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Calculators
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?