27001 Agoura Road Suite 150 Calabasas, CA 91301

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Calabasas Office

27001 Agoura Road Suite 150

Calabasas, CA 91301

Phone: 818-262-8080

Fax: 818-583-1758

Mobile: 818-262-8080

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

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27001 Agoura Road

Suite 150

Calabasas, CA 91301

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Investment advisory services are offered through Planned Asset Management, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated, and neither offer legal or tax advice. This site is published for residents of the United States only. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at www.mshowells.com. Check the background of the investment professional on FINRA’s BrokerCheck.

Those awarded the designation of PPC™ have a minimum of three years of financial industry experience, successfully complete a specialized program on the service issues faced in the development, management, and monitoring of a qualified plan, and subsequently pass a comprehensive examination. PPC™ designees sign off on a Code of Ethics and make a commitment to a higher level of service in the retirement plan industry. To maintain the PPC™ designation, there are annual requirements that must be met including continuing education on current topics relevant to plan sponsors.

He is experienced in risk management, tax-advantaged investing, estate succession, charitable planning, and income needs. From 401 (k) Plans, IRA rollovers to Life Insurance, Long Term Care, and estate tax reduction. Larry, combined with Planned Asset Managements complete financial services team, can help with your financial goals.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor.