Skip to main content
contact
our facebook page
Business Services

Business Services

Isakov Planning Group’s financial expertise spans a broad spectrum. We work with businesses and industries of any variety. Our professional service providers understand that business owners must think about not only themselves, but the business, key partners, employees, and the families relying on that business.

We understand and abide by basic fiduciary standards by remaining completely transparent with our clients and putting your needs before anything else. Isakov officials modify each and every financial strategy to the client to ensure a business's long-term success.

We know businesses with great benefits attract great employees. Isakov will provide businesses with the following services:

  • Financial Planning
  • Tax Planning
  • Executive Benefit Planning
  • Employee Benefit Planning
  • Succession / Transition Planning 
  • Disability Insurance
  • Buy-Sell Life Insurance 
  • 401K Advisory Services
    • Assist in selection of: TPA, 401k platform, and enrollment process 
  • 403B Advisory Services
    • Assist in selection of: TPA, 401k platform, and enrollment process 
  • Deferred Compensation
  • Group Benefits
    • Group Life Insurance
    • Group Short Term Disability Income Insurance 
    • Group Long Term Disability Income Insurance 

 

We offer all new clients a free consultation to: 
  • Obtain a detailed understanding of financial goals
  • Help retain and attract qualified employees
  • Maximize owner savings
  • Provide fiduciary services
  • Educate, advise, and monitor your employees