Planned Asset Management

Planned Asset Management Welcome to our page! We seek to increase income, decrease taxes, and increase overall net worth both are SEC-registered investment advisers.

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/.

05/05/2025

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

05/02/2025

Extended care refers to services needed by those who have a chronic illness or disability.

04/30/2025

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
04/28/2025

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

04/25/2025

Do you have a will? Is it updated?

04/23/2025

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

04/21/2025

The beans brewed for your morning coffee may have changed hands many times.

Should gold be a part of your diversified portfolio?
04/18/2025

Should gold be a part of your diversified portfolio?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

04/16/2025

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
04/14/2025

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Ever heard of a Roth 401(k)? Would one be right for you?
04/11/2025

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Terrible or wonderful; Could a variable annuity be right for you?
04/09/2025

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Address

27001 Agoura Road, Suite 150
Calabasas, CA
91301

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 7:30am - 4:30pm

Telephone

+18187086888

Website

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