To earn your trust and confidence by implementing strategies with a special attention to personal service
Seeking to increase income while minimizing income and estate taxes
Your goals and objections are OUR goals and objectives
For more than 36 years, we have helped our clients with financial issues, which for some has resulted in tax reductions and/or income increases, depending on the individual's situation.
Our network includes other qualified professionals in which we will refer for matters beyond our scope of expertise
Our mission is to earn your trust and confidence by implementingstrategies to increase income, minimize income and estate taxes, andincrease your overall net worth... with a special attention to personal service.
Click here for a copy of our Form CRS.
Planned Asset Management is an independent, registered investment adviser, 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.
*This information is not intended to offer legal or tax advice. Please consult your legal or tax advisor for advice regarding your specific situation and circumstance.RISKSThere are inherent risks in investing, including the potential loss of principal. Investment markets will fluctuate, and there is no guarantee that an implemented strategy will produce the desired results.Past performance is not a guarantee of future results. Diversification does not guarantee against loss of principal. Dollar Cost Averaging does not guarantee enhanced overall returns or against loss of principal.INDEXESYou cannot invest directly in an index, although you can invest in an index fund designed to track such index closely.S&P 500: The S&P 500 composite index is an unmanaged, market capitalization weighted index of 500 common stocks widely regarded to be representative of the U.S. market in general. Down Jones Industrial Average: The Dow Jones Industrial Average Index represents large and well-known U.S. companies. Roughly two-thirds of the DJIA 30 component companies are manufactures of industrial and consumer goods. The others represent industries as diverse as financial services, entertainment, and information technology. The returns of this index include the reinvestment of dividend income. Nasdaq Composite Index: The Nasdaq Composite Index is the market capitalization-weighted index (which means that the components are weighted according to the total market value of their outstanding shares) of over 3,300 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs), and tracking stocks, as well as limited partnership interests. The index includes all Nasdaq-listed stocks that are not derivatives, preferred shares, funds, exchange-traded funds (ETFs), or debenture securities.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.