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.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A change in your mindset during retirement may drive changes to your portfolio.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A presentation about managing money: using it, saving it, and even getting credit.
How will you weather the ups and downs of the business cycle?
The decision whether to buy or rent a home may have long-term implications.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are things you can do to keep yourself safe when you lose your wallet.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Do you have causes that you want to support with donations? Here are three tips.