OUR PRODUCTS AND SERVICES

• FINANCIAL PLANNING: The accumulation, preservation and distribution of assets. We coordinate client's goals and objectives into reality.
  
  
• INCOME TAX STRATEGIES: Planned Asset Management, Inc. assists clients and their accountants in all aspects of income tax strategies and analysis. Through judicious planning, we seek to help clients reduce their tax burden while at the same time increasing their net worth on a continuing basis.
  
  
• INVESTMENT COUNSELING: After a thorough study and analysis of a client's financial status, Planned Asset Management, Inc. will make appropriate recommendations incorporating diversification of the investments - to meet the goals and objectives of the client. We will also set up a program to maximize the income and profitability for the client on both an intermediate and long term basis.
  
  
• ESTATE PLANNING: By coordinating with the client, his or her family, attorney and others, we can minimize or avoid probate, reduce estate taxes and institute other such actions which will ensure that the client's affairs are properly managed.
  
  
• RETIREMENT PLANNING: Seeking to provide clients with the necessary information, guidance, and implementation of strategies that will effectively meet their retirement goals and objectives.
  
  
• INSURANCE SERVICES: Planned Asset Management, Inc. works to provide clients with the most cost effective and appropriate insurance coverages to suit their individual needs. CA Insurance License #0662563.
  
  
  Planned Asset Management, Inc. can and will provide other appropriate services as needed and desired to ensure that clients realize the best possible financial counseling and services available. Other services include Retirement Needs Analysis, Asset Allocation Analysis, Management of Investments on Retainer, Capital Gains Tax Elimination, Financial Plans, Basic Financial Planning, Executive Financial Planning, Pre-Retirement Counseling, Post Retirement Counseling, Charitable Planning, Qualified Retirement Planning and Deferred Compensation.
  
  For our business clients, Planned Asset Management, Inc. offers specific services to suit your needs, including:
  
  
• Pension Plan Investment Management
  
• Deferred Compensation Plans
  
• Split Dollar/Reverse Split Dollar
  
• Employee Welfare Plans
  
• Buy & Sell
  
• Corporate Tax Reduction
  
• Succession Planning
  
• Eliminate Capital Gains Tax
  
  
  
  

* We do not provide legal or accounting advice or services, individuals should consult their legal or accounting professional(s) for their specific circumstances or document needs.