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!
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
One of the most common questions people ask about Social Security is when they should start taking benefits.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
For some, the social impact of investing is just as important as the return, perhaps more important.
There are ways to improve your physical fitness without denting your fiscal fitness.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
What are your options for investing in emerging markets?
There are a few things to consider when buying or leasing your next vehicle.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Making the most of surprises is a great reason to work with us.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There’s an alarming difference between perception and reality for current and future retirees.