Larry Schechter M.A.,PPC®, Financial Advisor, Concierge Services
Client centered personalized service to help you meet your financial goals...
It May Be Time for a Financial Checkup
Risk Tolerance: What’s Your Style?
4 Elements of an Estate Strategy
Bull and Bear Go To Market
"A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty." Winston Churchill / Which one are you?
Larry Schechter, Financial Advisor/Your financial concierge!
PLANNED ASSET MANAGEMENT CELEBRATING OVER 36 YEARS IN BUSINESS!
My goal is to earn your trust and confidence by implementing
a comprehensive financial plan to increase income, minimize income and estate taxes
and increase your overall net worth by tailoring an investment strategy to you and your
financial goals.
Planned Asset Management is an independent, registered investment adviser, 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. As a Fiduciary we put our clients interests and financial needs first.
CALL TODAY FOR A NO COST NO OBLIGATION INITIAL MEETING TO SEE IF WE ARE A FIT FOR YOU
ASK FOR LARRY SCHECHTER
FINANCIAL ADVISOR
.

Grow Your Finances.
Planned Asset Management is an independent registered investment adviser 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.
At Planned Asset Management we pride ourselves on experience, professionalism and commitment to our clients. Working together as a team, our goal is to build trusted relationships with clients and develop strategies aimed at increasing a client's income, minimizing income and estate taxes, and increasing their overall net worth, all with special attention paid to personal service.

Financial Advice Shouldn't Be Complicated.
Prepare for the road ahead with the help from Larry Schechter, your own financial concierge. Contact Larry today for a no-cost, no-obligation first meeting.
- Wealth Management and Retirement Planning
- Concierge Level Financial Services
- Estate Planning Coordination and Trust Review
- Portfolio and Investment Management
- Business Retirement Plan Strategies and Implementation
- Help you build your financial future
Meet Our Experienced Financial Professionals

CALL FOR AN APPOINTMENT TODAY!
We’d love to hear from you!