Our Services
At Advanced Planning Partners, we provide knowledgable assistance in the following areas:
Financial Planning
- Business ownership planning
- Tax-mitigation strategies
- Retirement Plans –All types including both deferred and taxable now
- All types of IRA’s
- 401k & 403(b) Planning
- 72T Planning
- Real-Estate 1031 standard & reverse planning
- College Plans
- Simple & Advanced Estate Plans
- Money Management
- Money Purchasing Plans
- Buy-Sell Plans
- Profit Sharing Plans
Investments
- Corporate Bonds
- Money Market
- • Pooled Investment Vehicles in real assets (real estate, precious metals, etc.)
- Treasury Bills
- Municipal Bonds
- Variable Annuities with lifetime benefits
- Fixed-Annuities
- Stocks
- Preferred Stocks
- Convertible debentures
Insurance
- Term Life Insurance
- Permanent Life Insurance
- Fixed-Annuities
- Individual Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Group Health Insurance
- Planning on coverage ratios & deductibles