Isakov Planning Group is an independent financial services firm and a Registered Investment Adviser (RIA) based in Michigan. The company offers a holistic approach to personal finance, focusing on creating customized, long-term strategies for its clients. Their core services encompass comprehensive financial planning, investment and wealth management, retirement planning, estate planning, and insurance services. The firm's stated mission is to help clients achieve their financial goals through a disciplined process of listening, analyzing, recommending, implementing, and continuous monitoring.

Founded in

United States