Our Firm
ABOUT OUR FIRM
*The individual registered with Royal Alliance Associates, Inc. member FINRA/SIPC to provide these services at Empire State Planning Group, Inc. is Jon Schlueter, RFC.
*We are a full-service financial and insurance firm committed to helping people pursue their financial goals. We offer a wide range of financial and corporate products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
*Jon Schlueter, RFC is committed to helping you pursue your long-term financial goals. As specialists in Insurance and Financial planning, I can help you answer the questions you may have about your financial future, such as:
- Will I be able to retire early?
- How much money will I need in order to retire?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or a Roth IRA?
- How can I position my investments for higher potential returns while reducing risk?
- How can I "inflation-proof" my investment income?
- Do I need disability income insurance? Long-term care insurance?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts, and probate?
*Please call us 1-877-377-4420
if you have any questions about our firm or the range of financial and corporate products and 
services we provide. Our firm has a relationship with a variety of insurance and financial services companies to ensure that we are always competitve. We do not work for an insurance company, we work for you the client.
MISSION STATEMENT
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
CLIENTS
Empire State Planning Group, Inc. clients include several New York State and County Unions along with over 150 small and large private industry corporate clients. Our office includes a state-of-the-art computer system for record keeping and total privacy.