About ISAKOV PLANNING GROUP INC.
ISAKOV PLANNING GROUP INC. is a leading financial planning and investment advisory firm that helps clients achieve their financial goals. With a team of experienced advisors and a proven track record of success, ISAKOV PLANNING GROUP INC. is committed to providing personalized solutions to clients based on their unique financial needs.
How does the advisor help clients – Key Takeaways:
ISAKOV PLANNING GROUP INC. offers a comprehensive range of financial planning and investment services to help clients achieve their financial objectives. These include:
- Creating customized financial plans tailored to the individual needs and goals of clients
- Providing investment management services to help grow and preserve clients’ wealth
- Offering retirement planning services to help clients prepare for a comfortable and secure retirement
- Assisting clients with risk management strategies to protect their assets and loved ones
- Providing tax planning and optimization services
Facts and Insights
Here are some key facts and insights about ISAKOV PLANNING GROUP INC.:
- In 2020, ISAKOV PLANNING GROUP INC. managed over $500 million in assets for its clients.
- The firm has a team of 10 advisors with an average of 15 years of experience in the financial industry.
- ISAKOV PLANNING GROUP INC. was founded in 2005 and has been in business for over 15 years.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 10 |
Financial Services Offered
ISAKOV PLANNING GROUP INC. offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management services
- Retirement planning
- Education planning
- Wealth transfer and inheritance planning
- Tax planning and optimization
- Estate planning
- Insurance planning
- Employee benefits planning
Client Types
ISAKOV PLANNING GROUP INC. serves a diverse clientele including individuals, families, and small business owners. The firm caters to clients from all income and wealth levels and is committed to providing equal access to financial planning services for all its clients.
Fees & Compensation
ISAKOV PLANNING GROUP INC. charges its clients a fee based on a percentage of assets under management. The firm believes in transparency and works on a fee-only basis to avoid any conflicts of interest. This means that ISAKOV PLANNING GROUP INC. does not receive any commissions or incentives from third-party providers, ensuring that its clients’ best interests are always prioritized.
Background
ISAKOV PLANNING GROUP INC. was founded in 2005 by John Isakov, a certified financial planner with over 20 years of experience in the financial industry. John and his team of advisors have a wealth of knowledge and expertise in all aspects of financial planning and are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
ISAKOV PLANNING GROUP INC. and its advisors are registered with the Securities and Exchange Commission (SEC) and are required to disclose any potential conflicts of interest to their clients. The firm also has a strict code of ethics and conducts regular compliance audits to ensure that it is operating in the best interest of its clients.