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Life Planning Group Values & Principles When considering an advisor, it's important to know: Why do we do what we do? What is our motivation?
The answer is pretty straight forward - we assist people in making decisions and plans that otherwise they would not make without us or someone like us. We get immense personal satisfaction to know we help make families safe and secure. That a business is better positioned to grow and prosper during good times & bad. That if a economic tsunami strikes, the people we work with are positioned to survive and prosper.
To quote our professional pledge " We shall, in light of all conditions surrounding those we serve, which we shall make every conscientious effort to ascertain and understand, render that service which in the same circumstances, we would apply to ourself".
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James W. Knox, CLU. ChFC |
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 About Us
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How much will it cost to pay off a loan over its lifetime? Estimate the future value of your current savings. Determine whether you should consider refinancing your mortgage. This Cash Flow Analysis form will help you weigh your income vs. your expenses. Market Watch
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*Registered Representative of, and Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Adviser, Member FINRA/SIPC 333 Earle Ovington Blvd - Suite 402, Uniondale, NY 11553 (516) 228-1000 Life Planning Group is independent of Hornor, Townsend & Kent, Inc. HTK is a wholly owned subsidiary of Penn Mutual. Our representatives are insurance and securities licensed in our resident state of New York, as well as the following states: New Jersey, Connecticut and Florida. For additional licensing information please contact Life Planning Group at (516) 228-1000. Not an offer or solicitation in any state where representatives are not licensed. HTK does not offer tax, accounting, or legal advice. Always consult a qualified advisor regarding your individual circumstances. A0CD-0929-02 |
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