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!
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Tax preparation may be the perfect time to give the household budget a check-up.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women must be ready to spend, on average, more years in retirement than men.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here is a quick history of the Federal Reserve and an overview of what it does.
Making the most of surprises is a great reason to work with us.