Planned Asset Management

Planned Asset Management is an independent firm based in Calabasas, California, offering comprehensive financial planning services to individuals, families, professionals, and small business owners. We serve clients throughout the greater Los Angeles area, as well as across the country, focusing on wealth accumulation, preservation, and distribution. Investment involves risk, including the possibl

e loss of principal; there is no guarantee that a strategy will meet its objective. Investment advisory services are offered through Planned Asset Management and Quantitative Strategies, Inc. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated, and neither offer legal or tax advice. This site is published for residents of the United States only. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at [email protected] . Check the background of the investment firms on SEC’s Adviser Info https://adviserinfo.sec.gov/.