HOW WE’RE DIFFERENT
Four business people sitting around a table and having a busines

Founded in 1975, Asset Planning Corporation is one of the most experienced independent financial planning firms in the country, with four decades of accumulated wisdom to serve our clients. Unlike many financial planners who are focused on the products they sell, we are independent fee-based planners. This means we are truly client-centric. We give you expert advice for a fee, working exclusively for you. Our custom solutions fit your needs and help achieve your goals. Simply put, our goal is to give you peace of mind. As a truly client-centric firm, we believe that financial literacy is vital to fiscal health; so we encourage individuals and families to pursue financial knowledge, experience and wisdom. All it takes is the curiosity to participate. Being a hometown small business means we are flexible; being a nationally-recognized leader in the industry offers our prestigious professional experience at your doorstep.

OUR CLIENTS
Four business people sitting around a table and having a busines

Our clients value their time as well as their financial security. Often, they are focused on balancing the demands of their career, and time with family and friends. Despite this busy lifestyle, our clients are focused on meeting financial goals for the present and future, and seek the expertise of an experienced team of financial planners to guide them through the complex world of personal finance. Many of our clients sought the counsel of a financial advisor in the past, but still feel that something is missing. They often find themselves with a patchwork collection of investments, annuities, and insurance and a lot of unanswered questions. This lack of clarity around their future well-being leaves them confused and uneasy. Our clients desire a long-term relationship with a trusted personal financial planner. They are less concerned with timing the markets and picking the next hot stock than they are with developing and staying the course of a lifelong investment plan. At Asset Planning Corporation, we provide our clients with a plan and an investment strategy customized to meet their unique financial goals and needs. More importantly, we provide guidance and accountability throughout the life of our clients’ financial plans.

CORE BELIEFS
Four business people sitting around a table and having a busines

WE’RE ALL DIFFERENT.

We believe that our clients’ investment portfolios should be unique to them – structured around their own financial goals and risk tolerance. So we begin each new client relationship by developing a detailed financial plan around those individual wants and needs; for now, and for the future.  This plan becomes the guiding light for investment decisions made with the client.

And we also recognize that life changes, and sometimes changes our financial goals. So we highly encourage regular reviews with each of our clients to adjust that financial plan and, in turn, their investment strategy.

With a solid understanding of a client’s financial goals, we build his or her portfolio around the following four principles:

Diversification

By diversifying portfolios over a broad range of asset classes, we aim to minimize the volatility that any one class may experience over a period of time.

Science

Investing should not be dictated by emotions and short-term trends, but rather by time-tested investment science.

Endurance

Reacting to the market’s short-term trends and volatility rarely pays off. Instead, a portfolio should be developed and maintained with long-term goals in mind.

Costs Matter

By minimizing the cost of investment vehicles used, portfolio returns are optimized.