Our Firm and Mission Statement


*The individual registered with Osaic Wealth, Inc. member FINRA/SIPC to provide these services at Empire State Planning Group, Inc. is Jon Schlueter, RFC, CLTC.

Welcome to our independent full-service financial planning and insurance firm, where we are dedicated to assisting individuals and businesses in pursuing their financial aspirations. At our firm, we offer a diverse range of financial and corporate products and services designed to empower you to identify your goals and make informed decisions on your financial journey.

Our founder, Jon Schlueter, RFC, CLTC, is committed to helping you achieve your long-term financial objectives. With expertise in insurance and financial planning, Jon can address the pressing questions you may have about your financial future, including:

  • Can I retire early?
  • What financial resources do I need for a comfortable retirement?
  • How can I optimize my 401(k) plan?
  • Which is better for me, a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while managing risk effectively?
  • What strategies can safeguard my investment income from inflation?
  • Do I require disability income insurance or long-term care insurance?
  • How can I ensure my children receive the most from my estate?
  • What essential insights should I have about wills, trusts, and probate?

If you have any questions about our firm or the comprehensive suite of financial and corporate products and services we offer, please don't hesitate to reach out to us at 1-877-377-4420. We take pride in our commitment to your best interests, and we maintain relationships with various insurance and financial services companies to ensure we can always provide competitive solutions. Remember, we work for you, our valued client, not for any insurance company.


At Empire State Planning Group, Inc., our mission is to empower individuals and businesses to navigate the complex world of finance and insurance with confidence and clarity. We are dedicated to providing exceptional financial and insurance services that foster financial security, peace of mind, and the pursuit of long-term financial goals.

We achieve this mission by:

1. Client-Centric Approach:  Placing our clients' interests at the heart of everything we do. We take the time to understand their unique needs, aspirations, and challenges to tailor solutions that align with their objectives.

2. Expertise and Innovation:  Continuously enhancing our knowledge and staying at the forefront of industry trends. We leverage our expertise to develop innovative strategies and solutions that adapt to the ever-changing financial landscape.

3. Transparency and Integrity:  Upholding the highest standards of honesty, transparency, and ethical conduct. We believe that trust is built through open communication and unwavering integrity.

4. Education and Empowerment:  Empowering our clients with the knowledge and tools they need to make informed financial decisions. We are committed to educating and guiding them throughout their financial journey.

5. Community Engagement:  Giving back to the communities we serve and actively participating in initiatives that promote financial literacy and well-being.

6. Continuous Improvement:  Striving for excellence in all aspects of our services, seeking feedback, and embracing a culture of continuous improvement.

Through these principles, we aim to be the trusted partner that individuals and businesses turn to for all their financial and insurance needs. We measure our success by the financial security and prosperity we help our clients achieve, contributing to a brighter and more secure future for all.


On our website, you'll discover that Empire State Planning Group, Inc. serves a diverse client base, encompassing more than 1,000 individuals, numerous New York State and County Unions, and over 100 small and large private industry corporate clients.

In addition, our office boasts a state-of-the-art computer system meticulously designed to facilitate secure record-keeping and maintain the highest standards of privacy for our clients. This technological commitment underscores our dedication to providing top-tier service while safeguarding the confidentiality of our valued clientele.