Planned Asset Management is an independent, registered investment adviser, based in Calabasas, California, offering comprehensive financial planning services to individuals, families, professionals, and small business owners. We serve clients throughout the greater Los Angeles area, as well as across the country, focusing on wealth accumulation, preservation, and distribution.
We pride ourselves on experience, professionalism and commitment to our clients. Working together as a team, our goal is to build trusted relationships with clients and develop strategies aimed at increasing a client's income, minimizing income and estate taxes, and increasing their overall net worth, all with special attention paid to personal service.
We pride ourselves on experience, professionalism and commitment to our clients. Working together as a team, our goal is to build trusted relationships with clients and develop strategies aimed at increasing a client's income, minimizing income and estate taxes, and increasing their overall net worth, all with special attention paid to personal service.
Services
Planned Asset Management is an independent firm providing comprehensive financial planning and investment management services to individuals, families, and small business owners. While first working in the accounting industry, Morrie W. Reiff, the firm's founder, realized how many of his clients didn't have a financial plan.
At Planned Asset Management, we largely work with individuals, families, and small business owners in the greater Los Angeles area and across the United States. Asset management involves creating an investment portfolio that produces an appropriate diversification based on the individual client's needs and goals.
In order to pursue and reach financial objectives, one must have a plan they can set and monitor over the years, adjusting as the markets shift or situations in life change. However, without the right knowledge of the markets, it can be difficult to create appropriate strategies without the assistance of a financial advisor.
From the first meeting, we listen to clients' goals and dreams, crafting an investment strategy aligned with those objectives. By addressing clients' short-term and long-term goals, our goal is to develop a comprehensive strategy that grows with clients through the many stages of life. As an independent firm, we are committed to providing individualized guidance.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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