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Welcome to Asset Planning Strategies LLC. We are a financial consulting service with over 50 years of combined experience. Our goal is to help our clients make more money, pay less tax and protect their hard earned savings for retirement. Our approach revolves around an educational process-we learn about our client’s goals, and our clients learn about available options and risks involved with each financial decision they make. We offer an initial Complimentary Planning Session to evaluate your needs. Simply click the button below and we will be in touch.








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Our Strategies

Check out our latest articles

 
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  • Worst 10-Day Start to a Year

    Worst 10-Day Start to a Year January 19, 2016 – Global stocks plummeted last Friday, capping a third weekly retreat as oil prices sank to a 12-year low and below $30/barrel, prompting new concerns about slowing world growth. Investors grew anxious over the likelihood that Western economic sanctions against Iran would be soon lifted (which […]

  • Holiday Travel: What You Don’t Know Can Cost You

    The holidays are a bustling time for packing up and heading out to visit loved ones and friends while enjoying a few extra vacation days, but beware of the unwanted gift of the holiday season—overpriced travel. Pay particular attention to this list of common holiday travel planning do’s and don’ts to prevent you from making […]

  • Savvy Strategies for Holiday Shopping

    It never fails. Every holiday season we find ourselves in a panic trying to get shopping done last minute while watching the credit card balance skyrocket. If you could do it differently to save stress, time and cash, would you shop earlier? Would you compare prices before hitting the stores? We’ve explored answers to these […]

  • How a little forethought & persistence made Thanksgiving a favorite holiday

    Do you ever wonder how we’ve come to celebrate Thanksgiving as a holiday of gratitude, filled with traditional food staples like turkey, stuffing, cranberries, potatoes and pumpkin pie? This menu was not the menu the English settlers and the local natives sat down to enjoy in 1621. Much of the menu made now with butter, […]




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Checklist and Report Reveals
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401(k) Rollover
Report Reveals
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  • Your three rollover options
  • 401k rollover tax implications
  • Rules to making withdrawls
  • Choosing the best option for you
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Classic Investing
Report Reveals
ENTER YOUR EMAIL TO GET YOUR COMPLIMENTARY REPORT TODAY!
* we never share your e-mail with third parties.
  • Top 6 mistakes investors make
  • How to avoid them
  • Creating Your winning strategy
  • The mistake that could wipe you out
Checklist & Report
Reveals
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* we never share your e-mail with third parties.
  • The 1 thing you must have for estate planning
  • What to check to protect your beneficiaries
  • Creating the six essential documents
  • How to choose the right administrator
  • How to avoid Probate
  • How to Properly Title Your Assets