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

By working on a fee basis, we avoid the conflict of interest which most investment and insurance sales persons have.

We have a special and expert team of professionals to develop a financial plan for our clients, to implement it, and to review and update it so that you remain on track to accomplish your goals and protect your wealth. These team members include a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED PUBLIC ACCOUNTANT professional, and an attorney.

We design estate plans, investment portfolios, and suggest advanced estate and investment planning techniques without regard to what items give the highest commissions. We work hard to help families care for their financial security, to refine and apply their personal, financial and moral values, and to care for people. We prepare written financial plans, regular written reviews, and detailed investment performance reports.

In investment management, we choose from over 8,000 managed investments and countless individual securities to design the best possible investment portfolios. We carefully build and maintain these portfolios without any commissions or surrender fees. Clients pay asset based management fees.

We believe in helping clients with a team service approach.

We believe in an active investment management style in which we work hard to pick the very best investment managers and make regular tactical adjustments in clients' portfolios, adjustments to react to changing markets, shifting managers, and new investment opportunities.