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Addressing
 Your Financial
 Concerns

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.