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.
Protecting Your Assets
Securing Your Legacy
Preserving Your Wealth