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

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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Investor Emotions and Where to Find Them
Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

Pursuing Both Growth and Value
Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

Save the Date
There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

A Simple Way to Help Your Family
A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

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