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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.



 


Our Strategies

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  • Tax Season Phone Scams

    Beware of crooks calling you up & claiming to be the IRS. Every year, con artists posing as the Internal Revenue Service perpetrate scams on taxpayers. Their weapon is a telephone, and they use it to leave thousands of households poorer. These gambits can seem very convincing, but you need not fall prey to them […]

  • IRA Idea for you

    IRA Idea… I was meeting with a client a few weeks ago and we were going over his IRA required minimum distribution for 2015. As you know, once you hit 70 1/2, you MUST take a minimum distribution from your IRA or other qualified retirement plan. After completing the distribution form, I jokingly asked my […]

  • Are Your Children Financially Literate?

    New Approaches to a Changing Problem. How bad is financial illiteracy today? So bad that your children may be at risk of making some serious financial mistakes. Some are finding that talking to children about finances has become less about the nuts and bolts of money and more about putting money’s importance to our daily […]

  • Which Financial Documents Should You Keep On File?

    … and for how long? You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system,” you may have a tough time keeping tabs on your financial life. Organization […]




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