Investment and Asset Planning, LLC: Specializing in Estate Planning and Asset Management

Investment and Asset Planning LLC is a financial planning firm and SEC Registered Investment Advisor which specializes in Asset Management and Financial Planning on a fee basis. Our primary clients are wealthy and semi-wealthy families. We provide a broad range of financial planning services with the great expertise of a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED PUBLIC ACCOUNTANT professional, and an Attorney working together to provide planning and advice. We have an outstanding track record managing client portfolios. (See our Investment Track Record.) Our President is a Qualified Kingdom Advisor, (Christian Financial Planner) who helps people with life planning as well as general financial planning.

Today's investment marketplace and complex financial world require families to consider a bewildering number of choices. To succeed, families need carefully defined goals, intelligent and prudent decision processes, wise counsel, and trustworthy advisors. They need an advisor who will coordinate the different areas of their estate and financial concerns and help create a team of dedicated advisors and decision makers who listen carefully to the family.

Our firm strives to stay current with the fast-changing technology and markets, as well as the new tax laws, to provide the best quality financial planning advice and services to our clients. We strive to help ourselves and our clients succeed in a fast changing technological world.

"Caring for People and their Financial Security" is our company motto. The way we live up to this motto is by offering our clients more than just a firm "representative" to take care of their needs. We offer a whole team to our clients, helping to care for them and their financial needs and concerns. It is a group effort preparing financial plans, doing investment research and ongoing account management, meeting with our clients, and answering their questions and needs. Most clients get to know all of us and all of us are happy to meet with any client.

Investment and Asset Planning, LLC
2110 Kemp Blvd., Wichita Falls, TX 76309
940-761-2527 or 800-687-1303

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Article Archive

3/21/2005
Many Wealthy Americans Have Done Nothing to Protect Assets

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Where Fee-Based Brokerage Accounts Stand

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The New Parent Trap

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