Planning & Accounting


Other Services

Other Services

Financial Planning Services

Summit Planning is the ILZ Group's strategic partner for financial planning services and insurance. We work in tandem with Summit that can provide our clients insurance protection while optimizing portfolios based on their personal objectives for growth and income. In addition, we review a client's insurance requirements and Summit can offer an array of competitive products - life, health and disability.

College Funding Planning

The ILZ Group provides comprehensive analysis and strategic-options consulting for families of junior-high and high-school age students to help minimize the out-of-pocket cost of college. We also help families reduce the overall cost of K-12 private schools and college. All of these efforts ultimately leave more money for parents' retirement.

Bookkeeping Services

The ILZ Group provides bookkeeping services to start-up businesses and for small businesses unable to afford their own bookkeeper. It also supplies bill payment services for high net worth individuals and the elderly.