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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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  • What’s a DRIP?

    I’m sure you have heard the term DRIP Plan before and I’m sure you know that it stands for a Dividend Re-Investment Plan. Investing in a DRIP over long periods of time can really help you hedge against market risk and take the guess work out of when to buy a company’s stock. These plans […]

  • Avoiding Family Squabbles Over Your Estate

    What steps may help assets transfer without a fight? Should you rely on “will power” to bequeath assets? The more complex your estate, the more ill-advised that choice becomes. Having only a will in place when you die may not be enough. As MarketWatch noted recently, research from the Williams Group (a major estate planning […]

  • Should I re-balance my investments in an up market?

    When markets are rising like they are now, you also see a lot more volatility; more and more shares of stock are trading hands and this creates a higher volume of trading activity. Many people will ask me why they should even consider re-balancing their investment portfolio or retirement accounts (like a 401k) in this […]

  • What’s Fueling the Drop in Oil Prices?

    How long will it last? Who wins & loses from it? On the New York Mercantile Exchange, a barrel of light sweet crude is currently worth well under $60. Prices have dropped more than 25% in a month and almost 45% year-over-year. What is behind this freefall? How long will prices keep dropping, and who […]


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