Real solutions for your circumstances.
Hi, my name is Michael Licciardi founder of Asset Planning Solutions. We have been providing comprehensive financial-planning services to individuals, families, and small businesses, in the New England area and across the USA, helping to secure their financial futures since 1974. Our focus is creating and implementing effective financial strategies carefully tailored to our client's unique needs and circumstances. We have established relationships with hundreds of individuals, families, and their businesses helping to guide them through their changing life cycle events and financial condition.
We are making available all our resources to the general public without charges, fees or any obligations. You will not be tagged for follow-up by a sales consultant or asked for any of your personal information as you go forward and make use of the tools and planner modules. It is our intent to provide a platform for you to LEARN, EXPLORE, EXAMINE THE POSSIBILITIES and TAKE ACTION at your own pace and knowledge level. As you proceed through our modules we will be right there on the sideline ready to assist and offer guidance.
We are just an e-mail or a phone call away. We certainly want your business and we are willing to earn the privilege to work with you. Our approach is open and straight forward. We are relying on you to be comfortable with the use of our resources and processes and trust that your experience will be just as intended; without pressure or annoyance.
As your financial professional, we can provide complete solutions for you, your family, and your estate, bringing in tax, legal, and accounting specialists as needed. Please browse our pages, explore the possibilities and remember to ask questions whenever they arise and we will be available to help. We strive for long-term relationships based on trust, mutual respect, and adhering to the highest ethical standards in all aspects of conducting business and working with you.
Skillful retirement and estate planning wards off the prospect of a retirement fraught with financial worries and a legacy laid waste by taxes, unexpected, and perhaps unnecessary expenses. We apply the most up-to-date strategies toward meeting each client's 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. Remember while you are LEARNING, EXPLORING AND EXAMINING THE POSSIBILITIES, we are just an e-mail or a phone call away and welcome the opportunity and the privilege, to earn your business.
If you don't see what you are looking for and you are in need of assistance (do not procrastinate), at any time just send an email or request a quote or just give us a call.