714 West Olympic Boulevard
Advanced Planning Strategies is a team of dedicated financial professionals providing personal financial planning, retirement planning and estate planning for individuals and families as well as advanced business planning for owners of small to medium sized businesses. We offer comprehensive financial planning services and provide the personal attention of a smaller firm along with the resources of a national organization. Our main office is in Los Angeles, CA and we maintain affiliated offices in Orange County and San Francisco to best serve our clients.
We work with our clients throughout all the financial stages of their lives, from income protection, to asset accumulation and management, to retirement planning and estate conservation. We take pride in the professionalism of our firm's partners, associates, and consultants. As part of an advisory team, we work hand-in-hand with your tax and legal to be sure that all of your financial components are running in sync.
APS uses a unique process in order to define and implement strategies to benefit our clients. We first take the time to fully understand our client's financial situations and discuss how our relationships can work to meet their expectations. We use a team-oriented approach so that each of our advisors focuses on a specific planning area. In this way, our clients can be assured they are receiving prudent advice for their particular needs. And since financial concerns change over time, we frequently review your plan to ensure the long-term integrity of the strategies we put in place.
Advanced planning entails leveraging the legal, tax, and regulatory systems to provide one or more of the following three often interconnected services:
These three sets of services interlock thematically and are important to varying degrees depending on specific situations.
They work in tandem in the hands of a capable advanced planner.
If you think our services could benefit you and your family or business, we would be delighted to meet with you. We look forward to learning about you and sharing more about the advanced techniques we can offer. Please feel free to contact us at any time.