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.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
You’ve made investments your whole life. Work with us to help make the most of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are three things to consider before dipping into retirement savings to pay for college.
Learn how to harness the power of compound interest for your investments.