Asset Planning Solutions has been providing comprehensive financial-planning services to individuals, families, and small businesses, helping them secure their financial futures since 1974. Our sole focus is creating and executing effective financial strategies carefully tailored to your unique needs and circumstances.
We liken our role as your advisor to your primary-care physician’s role in coordinating your health care. As your “primary-care” financial professional, we provide complete solutions for you, your family, and your estate, bringing in tax, legal, and accounting specialists as needed. And like a family physician, we strive for long-term relationships of trust, adhering to the highest ethical standards in all aspects of conducting business and working on your behalf.
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Skillful retirement and estate planning wards off the prospect of a retirement fraught with financial worries and a legacy laid waste by taxes, and unexpected, and perhaps unnecessary expenses. We apply the most up-to-date strategies toward meeting client goals by staying on top of the latest developments amid constantly shifting financial markets and regulations. Over the years, we have helped hundreds of individuals, families and small businesses protect their assets from erosion by five always-present threats: Taxes, creditors, inflation, market risk, and probate.
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We welcome the opportunity to discuss how our expertise can be put to work for you and your family.
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Michael A. Licciardi
President, Asset Planning Solutions
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