Larry Schechter, M.A., PPC/ Planned Asset Management,LLC

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Larry Schechter, M.A., PPC/ Planned Asset Management,LLC Financial Concierge Services - investments-planning for individuals, families and businesses. Retirement plan development for the small business person.

Financial Planning and Registered Investment Advisory Firm. Retirement planning and concierge personal financial services. We care about your plan for your financial future. Let us help you organize your financial and investment plans. We help you invest in your future. We personalize our approach to you and your goals and objectives with a risk adjusted approach that you can live with. See the video - https://youtu.be/l5cD2NER26I

We were looking for Bruce but he was a no show.
07/06/2026

We were looking for Bruce but he was a no show.

Franks Deli in Asbury Park. Springsteen is not here this morning but it is his usual spot. They filmed here for the movi...
07/05/2026

Franks Deli in Asbury Park. Springsteen is not here this morning but it is his usual spot. They filmed here for the movie!

Many have heard they should avoid probate; do you understand what probate is and how it works?
03/03/2025

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
02/28/2025

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
02/26/2025

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
02/24/2025

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

There are four basic steps to calculating the value of an estate.
02/21/2025

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
02/19/2025

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Compare your taxable investment to a tax-deferred one. The results may surprise you.
02/17/2025

Compare your taxable investment to a tax-deferred one. The results may surprise you.

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Address

27001 Agoura Road, Ste 150
Calabasas, CA
91301

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+18182628080

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