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Welcome to Isakov Planning Group

We provide businesses, individuals, and families with a comprehensive financial service that is both dynamic and customized to our clients’ financial goals. We’re ready to help reduce your taxes, plan for your retirement or pay for a child’s education, and build and preserve your wealth.

 

Financial Services 
Insurance 
Retirement 

Protecting Your Assets 


Isakov Group specializes in unique methods of protecting assets from liability that may arise from creditor claims, court judgments, and frivolous lawsuits. We also provide a suite of insurance services that may protect your assets against market risk, a loved one’s untimely death or disability, or the costs associated with long term care expenses.

Securing Your Legacy


Isakov Group understands the complexities of U.S. federal and state estate tax rules and regulations as they apply to U.S. citizens and permanent residents, and non-U.S. citizen foreign residents with property holdings in the U.S. We will work with you to develop an estate plan that is consistent with your wishes on how you would like your assets to be distributed at death, and will provide you with strategies that may help you reduce, defer, or eliminate any anticipated U.S. federal and state estate tax liabilities and other estate settlement costs.

Preserving Your Wealth


Isakov Group’s domestic and international tax consulting services are uniquely designed to help you accumulate, protect, and pass on your wealth in the most tax efficient manner.