Celebrating over 30 years in business!
Our mission is to earn your trust and confidence by implementing
strategies to increase income, minimize income and estate taxes, and
increase your overall net worth... with a special attention to personal service.
Planned Asset Management is an independent firm based in Calabasas, California, offering comprehensive financial planning services to individuals, families, professionals, and small business owners. We serve clients throughout the greater Los Angeles area, as well as across the country, focusing on wealth accumulation, preservation, and distribution.
We pride ourselves on experience, professionalism and commitment to our clients. Working together as a team, our goal is to build trusted relationships with clients and develop strategies that can increase a client’s income, minimize income and estate taxes, and increase their overall net worth, all with special attention paid to personal service.
Prepare for the road ahead with the help from your own financial concierge with Planned Asset Management. Contact us today for a no-cost, no-obligation first meeting.
Welcome to our Video Section!
Check out Morrie discussing what we can do to help you!
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Five strategies for managing your student debt.
However exciting retiring abroad may sound, it deserves considerable planning.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Probate can be a completely public process, or it can be managed to include as little information as possible.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
When considering life insurance, it's important to understand your options.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Smart investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?