Home | Asset Planning Strategies

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

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 <br />Top 6 Investing Mistakes

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<br />A Profitable Estate Plan

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

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Building Your Legacy

A four-step framework for building a personal legacy.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

A Brief History of Estate Taxes

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

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

View all articles

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Saving for College 101

Here’s a crash course on saving for college.

View all videos

Articles

Building Your Legacy

A four-step framework for building a personal legacy.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

A Brief History of Estate Taxes

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

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

View all articles

Calculators

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators

Presentations

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations

Videos

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Saving for College 101

Here’s a crash course on saving for college.

View all videos