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Rock Solid Expertise, Planning that Supports the Longview

We bring expertise from multiple disciplines: investment, wealth management, insurance, tax planning, charitable giving, estate planning among them. Our expertise comes with a distinctly New York point of view: street smart, strategic and insightful. We implement wealth management plans that support the longview. 

Jonathan Gassman, CPA/PFS, CFP®, CAP® Photo
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Jonathan Gassman, CPA/PFS, CFP®, CAP®

Founder of The Gassman Financial Group

Jonathan Gassman, CPA/PFS, CFP®, CAP®, is the CEO and founder of The Gassman Financial Group, a New York City-based public accounting firm, and is co-founder of G&G Planning Concepts Inc., a financial planning firm, which, through the years, has evolved to be one of the leading wealth management firms in New York City.  G&G Planning Concepts, Inc. is an outgrowth of the original firm founded in 1926. The third-generation, family-owned firm passed from Grandfather, Alexander Gassman to Father, Mel Gassman to Grandson, Jonathan Gassman in a succession that embodies the way the firm lives up to its reputation as a business that knows how to take care of its clients. In the early 1990’s, Jonathan Gassman expanded the firm to encompass financial planning. Jonathan is also the co-founder and CEO of The Business Owners Resource Group, a team of highly skilled financial planners, attorneys, accountants, and bankers.

A professional who acts as a chief financial advisor to many highly respected professionals, Jonathan has taken his knowledge and experience as a certified financial planner and a certified public accountant to consistently provide the highest level of service to his clients. Jonathan’s long-term involvement with charitable planned giving is what led him to pursue the rigorous CAP® credential (Chartered Advisor in Philanthropy®). The CAP® program provides financial professionals with the knowledge and tools needed to help clients reach their charitable giving objectives, while also helping them meet their estate planning and wealth management goals. Only 350 individuals have been awarded the prestigious CAP® designation since its inception in 2003.

The core financial planning services of G & G Planning Concepts Inc. include estate and tax planning, insurance, investment planning, retirement planning, and employee benefit planning. The firm offers many other specialized services that range from estate succession planning for business owners, and stock option planning, the utilization of philanthropic planning to create more wealth and cash flow, and delivering comprehensive investment solutions.

Jonathan received his education at the Long Island University/CW Post Center for undergraduate and graduate school, where he earned B.S. and MST degrees. Jonathan has earned his CFP® designation from the Certified Financial Planner Board of Standards, Inc. He earned the (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania. He received additional professional training through the Rainmaker Academy, the Strategic Coach Program, the Values Based Planning Academy, and the Renaissance Charitable Giving Foundation. Jonathan has been a member of The American Institute of CPA's, The Financial Planning Association, New York State Society of CPA's, National Committee on Planned Giving, Planned Giving Group of Greater New York, and the ;Estate Planning Council of NY. He is a frequent participant in both the AICPA and FPA conferences.

Michael H. Fliegelman, CLU®, ChFC®, RFC®, AEP® Photo
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Michael H. Fliegelman, CLU®, ChFC®, RFC®, AEP®

Insurance and Financial Consultant

Michael Fliegelman, CLU®, ChFC®, RFC®, AEP®, is an independent insurance and financial consultant with offices in Long Island and Manhattan. Michael is a Registered Representative offering securities through American Portfolios Financial Services, Inc. (APFS), and offers Investment Advisory services through G&G Planning Concepts, Inc., which is not affiliated with APFS. He is also the founder of Strategic Wealth Advisors Network, LLC (SWAN).  Michael is a leading authority on estate and business succession planning and has extensive experience in analyzing life, disability and long-term care insurance policies. He has a special talent for helping clients approach their financial planning in a holistic and comprehensive manner and has been a featured commentator on Fox News and in Newsday.

 An advisor to advisors, Michael began his career in financial services in 1984 and has gone on to train and mentor many successful financial advisors. Prior to establishing his own firm, Michael was a General Agent with Guardian Life Insurance where he built one of the leading agencies in the North East from scratch. Michael also served as a Sales Manager and Special Agent for Prudential Insurance where he helped young agents establish their careers. Michael is active in several local and national charities, including the Make-a-Wish Foundation and the Long Island Fight for Charity, where he raised over $45,000 for special needs children. 

The core focus of Michael’s practice is holistic financial planning and includes estate planning, risk management, investment planning, retirement planning, and employee benefit planning. His firm offers many other specialized services that range from estate succession planning for business owners, and stock option planning, the utilization of philanthropic planning to create more wealth and cash flow, and delivering comprehensive investment solutions.

Michael earned a Bachelor’s Degree in Business Administration from the State University of New York at New Paltz and maintains the Chartered Life Underwriter and Chartered Financial Consultant designations awarded by The American College. He is active in the Life underwriting Training Council (LUTC), The American Society of Financial Services Professionals, the National Association of Insurance and Financial Advisors and won the prestigious Master Agency Award for his work with Guardian Life Insurance Company.