Asset Planning

Asset Planning and Consulting, LLC is a comprehensive financial services firm.  We quarterback the planning process working diligently with your CPA, Attorney, Insurance Agent and Stockbroker.  We analyze portfolios both from a strategic and tactical perspective as well as from a cost/benefit approach.  We use a simple strategy as the cornerstone of our building process yet cultivate a plan design that takes into effect the investment, tax and legal strategies needed to help build a highly efficient plan.  We analyze all aspects of the plan in its entirety and give recommendations conducive to working toward your overall objective.  We can handle much of the process under one roof and help facilitate the rest making the process of planning as seamless as possible for the client.

The consulting process uses both objective and subjective analysis and is intended to help you focus on your current financial status in order to create a visionary reality.

 

Objective of what the Consulting Process may help you:.

  • Increase your spendable income

  • Minimize the impact of taxes

  • Build your net worth

  • Minimize Probate

  • Asset Preservation

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Together we take a snapshot  of where you are and design a road map to help guide you to your stated goal.

  • Financial independence Cash management – debt reduction Income tax considerations

  • Accumulation for future goals

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