Life Planning Group - Knox's Advisory Practice


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333 Earle Ovington Blvd. Suite 402 Uniondale NY, 11553

Mon8:00 am-5:00 pm
Tue8:00 am-5:00 pm
Wed8:00 am-5:00 pm
Thu8:00 am-5:00 pm
Fri8:00 am-5:00 pm

333 Earle Ovington Blvd. Suite 402, Uniondale NY, 11553



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About Life Planning Group - Knox's Advisory Practice

At Life Planning Group, our advisors each bring a diverse and specific perspective to clients. First and foremost, we are a family-run office, and our founding values of independence, objectivity, and integrity play a role in everything we do. Jim Knox has worked in the financial services industry since 1972. He has personally guided individuals, families, and business owners through countless market cycles, from the bull markets of the 1980’s to the Dot Com bubble, the recession of 2007, and beyond. A veteran of the industry, Jim’s command of Financial Trajectory Analysis™ ranks him among one of the most respected advisors in the industry. With over 12 years of industry experience, Jonathan Knox brings an equally valuable perspective to clients. To complement the intellectual capital of his father, Jonathan fosters a deep passion for investing and a command of multiple financial disciplines, including Insurance Planning, Special Needs Planning, and more. Together, Jim and Jonathan provide a dynamic synergy that ensures clients receive the most effective and customized strategies on the market. This family practice will continue for many decades to come.

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