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Financial Planning Group is a comprehensive financial planning and investment advisory firm providing objective financial advice. We offer retirement planning, estate planning, and insurance planning.

We offer attentive service and creative solutions suited to your unique situation and place an emphasis on client education and empowerment. Our clients tell us they appreciate our ability to explain the complexities of the financial world in a way that is meaningful and easy to understand. Our mission is to help you to overcome uncertainty, take control of your finances and move confidently toward your goals.

Managing your finances today, let alone planning for what tomorrow may bring, doesn't happen automatically — or easily. Squeezed by the demands of daily life, you may know the importance of planning for a secure financial future, but have placed it on the back burner. The good news is that financial planning doesn't have to be an overwhelming burden. It is a tool that's available to everyone, rather than a luxury for a select few. 
Managing your finances today, let alone planning for what tomorrow may bring, doesn't happen automatically — or easily. Squeezed by the demands of daily life, you may know the importance of planning for a secure financial future, but have placed it on the back burner. The good news is that financial planning doesn't have to be an overwhelming burden. It is a tool that's available to everyone, rather than a luxury for a select few. 

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1313 Mockingbird Lane
Beverly Hills , CA  90213
Phone 202-555-1228   Fax
The existence of this website should not be construed in any direct or indirect manner as a solicitaion for advisory business or securities business in any states beyond the states in which Money Tree Planning maintains registration. Securities and investment advise are offered through Money Tree Planning 115 Eileen Way, Suite 104, Syosset, NY 11791. Information associated with this website is believed to be accurate, however, Money Tree Planning makes no guarantee to this fact and Money Tree Planning has no control over the accuracy of websites found through the links within.

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