Jim: (516) 394-2537 Jonathan: (631) 863-8523
At Life Planning Group, we focus our expertise on building financial solutions for you, your family, and your business. As a broad-based financial services firm, we offer the leadership, guidance, and dedication to help you achieve your most cherished goals and live the life you always imagined.
Our advanced technology provides a blueprint for your financial future.
We strive to enhance your wealth so you can focus on what matters most.
Know the true value of your business and unlock the power of its potential.
Have confidence that you and your family are protected from the unexpected.
Free from all conflicts of interest, LPG operates exclusively on your behalf. As an independent firm, we make recommendations and strategies tailored to your best interests. Our independence symbolizes our commitment to your success, and it enables us to passionately pursue your goals as if they were our own.
As your financial advocate, Knox's Advisory Practice dedicates our attention to enhancing and simplifying your financial life. Whether you’re at the start of your career or approaching retirement, we are driven to inspire clarity in your life and confidence in your future.