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Asset Management and Planning, LLC is a Fee-only Financial Planning Firm dedicated to providing long term objective financial planning and investment management to serve our clients.
Our program brings integrity to the planning process because we are compensated by the client alone, eliminating any product driven conflicts of interest.
The brokerage and insurance industries have changed from salespeople to “financial consultants or planners” but their solutions to each problem are product driven, while we are driven by one factor – our client.
Our goal is to establish your goals, devise a plan to reach those goals, implement the plan, and monitor progress to ensure we stay on course to reach those goals.
We want each client to have financial independence and peace of mind by working with their trusted advisor.
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