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

Wealth management is a journey not a destination.

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. Over the years, we have walked through life with multiple generations within a client’s family, through the highs and lows of economic cycles, market booms and busts, and life’s triumphs and tragedies.

Being a client’s trusted financial planner is one of the greatest privileges of our lifetimes. With this privilege comes great responsibility.

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Unlike many financial advisors and wealth managers who are focused on the products they sell, we are independent fee-for-advice planners – real financial planning — this means we are client-centric. We continually harness the 6-step financial planning process to guide your progress in:

  • Investment management
  • Retirement planning for financial independence
  • Cash and debt management
  • Insurance planning
  • College funding
  • Tax and Estate decisions,

And, the myriad daily, seasonal, transitional, or even unexpected financial management decisions. We do not use the 6-step financial planning process to sell you stuff.

We give you expert advice for a fee, working exclusively for you. Our custom solutions fit your needs and help you achieve your goals. Simply put, our goal is to give you peace of mind.  Being a hometown small business means we are flexible; being a nationally-recognized leader in the financial planning profession offers our prestigious professional experience at your doorstep. Our strategic partnerships with best-in-class financial companies, such as Charles Schwab, TD Ameritrade, Morningstar, Vanguard, Dimensional Fund Advisors and others, gives you high-quality advice and support.

AWESOME CLIENTS

What gets us out of bed in the morning?  You!

We are blessed to work for clients – individuals, families, and businesses — who value our advice, who view our work as a partnership and a long-term wealth management adventure. Our clients are wonderful, humble folks. They regularly engage with us via correspondence, meetings, and events. Our clients are diverse – a wonderful variety of age, gender, ethnicity, and socio-economic backgrounds. Our clients are successful healthcare professionals, executives, educators, scientists and engineers. Many are simply good-old-fashioned success stories of hard work, diligence, and resilience.

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Our clients value their time as well as their financial security. Often, they are focused on balancing the demands of their career or retirement, community, family, and friends, physical, mental and spiritual health, etc.  We serve just a piece of their lives, the financial piece. As a result of the busy, noisy modern lifestyle, we help our clients focus on meeting financial goals for the present and the future. Our service team guides our clients through the complex world of personal finance. Our clients ask great financial management questions. They participate actively in the financial planning and portfolio management processes.

Many of our clients sought the counsel of a financial advisor or wealth manager in the past but still felt that something was 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.

REAL FINANCIAL PLANNING
Four business people sitting around a table and having a busines

We provide our clients with a comprehensive financial plan and an investment management strategy customized to meet their unique financial goals and needs.

We believe that our clients’ investment portfolios should be unique to their financial plan – structured around their financial goals and risk tolerance. This plan becomes the guiding light for future cash flow, debt, education, retirement, investment, insurance, and tax and estate decisions made with the client.

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And since we believe that financial literacy is vital to fiscal health; we encourage individuals and families to pursue financial knowledge, experience, and wisdom. All it takes is the curiosity to participate.

And we also recognize that as life changes, our financial goals change as well. So we highly encourage regular reviews with each of our clients to adjust their financial plan and to adjust their asset management strategy.

Our clients 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 wealth management plan based on 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.