
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
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Are You Ready to Cancel Your Cable TV?
Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
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HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
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Sectors: Overweight, Underweight, or Just Right?
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
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Consider a Bond Ladder for Rising Interest Rates
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.