The Long Island Planning Group, Ltd., located in Syosset, New York, has been in business since 1975 offering financial products and services. Employee benefits help 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 clients, both individuals and businesses, 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 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 will help clients achieve their goals, even as they change over time.

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.

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Using a Variable Annuity for Guaranteed Income
One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Understanding the Appeal of Mutual Funds for High-Income Households
Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Retaining MVPs with Executive Bonus Life Insurance
An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants
A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

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