Isakov Planning Group Inc.

Isakov Planning Group Inc. provides continuous financial planning (comprehensive and limited), wealth management (both discretionary and non‑discretionary), and family office services to individuals, families and businesses, and also serves pension plans and trust accounts. The firm advises on assets under advisement and delivers ongoing planning and implementation support for both typical individual clients and high‑net‑worth family office engagements.

The firm follows a structured planning process — initial consultation, data gathering, plan presentation and ongoing tracking — and typically implements investment programs using exchange‑traded funds as the primary vehicle while also employing mutual funds, individual securities, private placements and real estate offerings as appropriate. Engagements may be discretionary or non‑discretionary, are principally long‑term in orientation, and may include occasional tactical trading for tax management and rebalancing.

Several features distinguish IPG from many other solo independent advisers: it manages a relatively large client roster for a one‑advisor firm (over 500 clients) and reports approximately $55.5 million in assets under advisement, with a majority managed on a non‑discretionary basis. The firm is affiliated with an insurance brokerage owned by the same holding company and its principals may offer insurance products, and it also provides pension consulting and services to pension/profit‑sharing plans and other institutional clients — activities that are less common among similarly sized independent firms.