Personalized, Transparent Financial Planning with Larry Schechter

Larry Schechter M.A.,PPC®, Financial Advisor, Concierge Services

Client centered personalized service to help you meet your financial goals...

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

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"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.

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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.