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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
  • 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