Celebrating over 35 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!
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A change in your mindset during retirement may drive changes to your portfolio.
What can be learned from the savings rate?
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Lifestyle considerations in creating your retirement portfolio.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
$1 million in a diversified portfolio could help finance part of your retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Making the most of surprises is a great reason to work with us.
It's easy to let investments accumulate like old receipts in a junk drawer.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.