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.
HOW WE’RE DIFFERENT