How We Can Help

Strategic Asset Management and Financial Planning

In order to pursue and reach financial objectives, one must have a plan they can set and monitor over the years, adjusting as the markets shift or situations in life change. However, without the right knowledge of the markets, it can be difficult to create appropriate strategies without the assistance of a financial advisor.

At Planned Asset Management, we seek to help our clients identify appropriate financial goals and develop solutions that may help them accumulate, preserve, and distribute their wealth. We understand that each client’s needs and goals are unique and, as a result, we are dedicated to serving our clients as trusted financial advisors, creating comprehensive investment strategies that fit the client’s circumstances and can grow with them through the years.

Many individuals and families aren’t armed with a plan because they don’t know where to start. From the first meeting, we strive to help clients understand how they can pursue their financial goals. Whether a client is concerned with not having enough money to last through retirement or has questions about reducing estate taxes, we can help.

We are committed to assisting clients pursue their long-term financial and investment objectives. We can help objectively answer questions clients may have, such as:

• When can I retire?
• What’s the risk in my investment portfolio?
• Can I afford to send my child to college?
• What are the elements of a sound estate strategy?
• Should I consider long-term care insurance?
• How can I create a steady stream of income that lasts through retirement?
• How can I get the most out of my 401(k) and/or IRAs?

Our goal is to help clients develop a financial roadmap and feel confident with their retirement strategy. By offering education and guidance, we strive to help clients prepare for the road ahead.