Advanced Planning Solutions is a family firm located in the heart of Redondo Beach in Riviera Village. We focus on providing comprehensive financial advice to our clients along with retirement plan services.
Your goals and obstacles are going to be completely unique to your situation and it is our mission to provide you with a Retirement Roadmap to help you overcome those obstacles and accomplish your goals.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Simple steps may help you foil hackers and protect your privacy.
How long does a $20 bill last?
There are ways to improve your physical fitness without denting your fiscal fitness.
Investors who put off important investment decisions may face potential consequence to their future financial security.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Around the country, attitudes about retirement are shifting.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Recent changes in estate tax laws could affect the strategy you have in place.