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Your Financial Decisions Made Easy

We provide straightforward advice and support so that every step feels manageable and stress-free

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NYS Employees & Public Services

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Executives & Professionals

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What We Do
Supporting Your Future

For those who have dedicated their lives to serving the community, we are here to help you pursue your personal goals and dreams. We understand the unique challenges faced by public service employees and are committed to providing the same dedication and care that you have shown in your career. We built our approach to be thorough and candid so that you have a trusted partner in every important life and financial decision you encounter.

Our Approach To Planning

How We Help
Guiding Your Financial Journey

We offer a range of services designed to address the unique needs of public service employees. Our goal is to provide support and expertise, helping you make informed decisions about your financial future.


Comprehensive Financial Planning

Tailored strategies to align with your life goals, covering every aspect of your financial journey.


Qualified Retirement Plans

Customized retirement plans to help you maximize your benefits and prepare for a secure future.


Insurance and Risk Planning

Explore life, long-term care, and disability insurance options to protect you and your family.


Cash Flow Analysis

Detailed assessments to help manage your finances and support your needs, wants, and dreams.


College Planning

Guidance on saving for education expenses to support your family's academic aspirations.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Who We Are
Our Story and Mission

At Empire State Planning Group, we are dedicated to making financial planning approachable and supportive for public service employees. Our focus is on building trusted relationships, offering personalized guidance, and helping you achieve your financial aspirations with confidence.

Our Process
Our Approach to Your Financial Success

Step 1:
Getting to Know You

We listen to your goals and concerns to understand your unique financial picture.

Step 2:
Crafting Your Roadmap

Creating personalized plans that align with your aspirations and provide actionable steps.

Step 3:
Walking Beside You

Continual guidance and adjustments to keep your financial plans aligned with your evolving needs.

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Resources For Your Success

Explore our library of blogs, articles, and other tools to help sharpen your financial knowledge.


Contact Us
Let’s Get Started

Schedule an introduction meeting with us and get started on your journey.

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