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Individual Services

Isakov Planning Group’s financial expertise provides the ideal framework to formulate financial solutions for the individual client. Isakov’s team understand that each person’s finances must receive a personalized approach in order to meet needs of the individual.

We will provide you with the following services:

  • Financial Planning
  • Tax Planning
  • Estate Planning
  • Life Events Planning
  • Life insurance/ Disability Insurance
  • Wealth Management
  • 1031 Exchange
  • REIT
  • Annuities Income Products
  • Tax Free Income Solutions
  • Retirement Planning
We offer all new clients a free consultation to: 


  • Obtain a detailed understanding of their financial goals;
  • Assess their current financial situation;
  • Identify potential problems and inefficiencies; and
  • Discuss how our financial planning services may be used to help our clients achieve their financial goals.