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The Cycle of Investing Rightsizing for Retirement What Smart Investors Know

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!

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Universal Life Insurance

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The History of Currency

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Spotting Credit Trouble

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Assess whether you are running “in the black” or “in the red” each month.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Estimate how much of your Social Security benefit may be considered taxable.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There are some smart strategies that may help you pursue your investment objectives

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A presentation about managing money: using it, saving it, and even getting credit.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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How federal estate taxes work, plus estate management documents and tactics.

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Around the country, attitudes about retirement are shifting.

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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That big list of dreams and goals isn't the only way to look at your bucket list.

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