About Us

Comprehensive Planning

Comprehensive Planning

 

Working with the correct financial professional is one of the most meaningful decisions you will ever make.   At Modern Planning Group, LLC we believe in a goal based approach focusing on organization and transparency.

 

  1. Financial Organization
    1. Our shared goal is to help organize your financial life, this is accomplished utilizing modern technology
      1. Asset-Map – allows us to organize and analyze your current financial holdings and goals
      2. Modern Wealth Manager – allows you to keep track of your financial success in real-time

 

  1. Understanding your financial goals and concerns
    1. Understanding your financial goals and concerns is our priority.  We will review your goals and concerns with this framework.
      1. Risk ManagementThe what if’s; Loss of life, income or ability to care for your-self. Are your assets and income covered for accidents or unexpected lawsuits?
      2. Retirement Planning - Review retirement date, income goals & current plan
      3. Investment PlanningLiquidity, risk tolerance, taxation & asset allocation
      4. Tax PlanningHarvesting, retirement plan contributions & income distribution
      5. Estate Planning & SettlementManaging probate, wills, trusts & legacy/inheritance
      6. Family Financial Planning -  Understanding your role in caring for loved ones

 

  1. Financial Assessment & Recommendations
    1. After having a full understanding of your goals and concerns, we will analyze your financial situation and provide an assessment.
      1. Determine if you are on course to meet your goals
      2. Recommend options to modify or stay the course

 

  1. Ongoing Relationship
    1. Schedule 90 day follow up phone call
    2. Schedule annual review meeting
    3. Please don’t keep us a secret, the greatest compliment we receive are introductions to friends and family
    4. Education events
    5. Local business gatherings
      1. Would you be interested in attending educational or business events?

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Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Modern Planning Group, LLC is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

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