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 aimed at increasing a client’s income, minimizing income and estate taxes, and increasing 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 Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The latest trends in travel reflect a rich menu of exciting new possibilities.
How literate are you when it comes to your finances? Brush up with these five basics.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Using smart management to get more of what you want and free up assets to invest.
There are hundreds of ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.