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We at The Asset Planning Group, LLC (TAPG) are Financial Strategists specializing in asset optimization, wealth creation and capital preservation. TAPG designs customized financial plans for clients desiring to secure their retirement, without having to downgrade their lifestyle. Financial plans are created to generate tax-advantaged retirement income into perpetuity for clients and their loved ones. Our aim is to increase net spendable retirement income by at least 50%, and in many cases, the increase is by an order of magnitude of 100% or greater.

Clients work with our experts in the following areas:

- Investment planning

- Property (home) equity management

- Life insurance / risk mitigation

- Asset diversification

- Non-qualified retirement savings plans

- Estate planning

- Tax-favored strategies.

or IPLANET, an acronym we coined to illustrate the holistic approach we take in creating wealth for our clients.

We ensure each component of financial planning is coherent with other components, as the whole is greater than the sum of the parts. We reduce or eliminate inefficiencies from each component, enabling the moving parts to work smoothly together, thus minimizing drag on internal rates of return. In other words, the right hand must communicate with the left hand in order for the assets to grow in a frictionless-free environment.

With these blueprints, we provide clients clarity, focus, balance, and confidence. With confidence, clients attract numerous opportunities otherwise not available to them. As asset optimizers, we don’t advise clients to invest additional resources; we merely reposition existing assets to maximize their returns. This enables them to achieve their life goals without compromising their quality of life.

This proven, safe, and conservative strategy of wealth creation is based off Missed Fortune concepts founded by best-selling author, Doug Andrew.

Please contact us for a free consultation, and take the first step toward enhancing your family balance sheet today.