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 our 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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What can be learned from the savings rate?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It's easy to let investments accumulate like the junk in a junk drawer.
$1 million in a diversified portfolio could help finance part of your retirement.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
There are hundreds of ETFs available. Should you invest in them?