Broker Check

Welcome to Asset Planning Strategies LLC. We are a financial consulting service with over 30 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. 

Your Best 401k Rollover Options

401k Rollover Report

Your three rollover options
401k rollover tax implications
Rules to making withdrawals
Choosing the best option for you

401k Report

How to Avoid the 
Top 6 Investing Mistakes

Classic Investing Report 

Top 6 mistakes investors make
How to avoid them
Creating Your winning strategy
The mistake that could wipe you out

Investing Report

How to Create
A Profitable Estate Plan

Checklist and Report

The one thing you must have for estate planning
Check to protect your beneficiaries
Creating the six essential documents

Estate Plan Report

Helpful Content

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.