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Welcome to Isakov Planning Group

Isakov Planning Group is interested in learning about your life story. We have been practicing since 2008 and our founder Eugene, has more than 15 years’ experience in financial planning. Isakov is an independent firm—allowing us to work with no quota and a devout allegiance to fiduciary standards.

We are not required to sell products or certain services—our only responsibility is to provide our clients with a proper customized approach. Isakov offers FREE, no-obligation, first-time conversations allow customers to review their situation and provide answers to their initial questions.

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, offer insurance advice, plan for your retirement, and build & preserve your wealth.

 

Individual Services 
Life Insurance 
Business Services 

Protecting Your Assets 


Isakov Planning Group specializes in unique methods of protecting your assets. 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 Planning 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 Planning 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.