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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Get Ready for Earnings Season
Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

An Extra Layer of Protection
Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Celebrate Life and the Benefits of Insuring It
In addition to the protection it can bring, life insurance can also offer some tax benefits.

Getting the Right Mix
Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

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