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

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

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.

A may make sense, but you need to set proper expectations.
02/14/2025

A may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

There are ways to protect your business in the event of your death or the death of a partner.
02/12/2025

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

There are billions in unclaimed dollars in the US. Is some of that yours?
02/10/2025

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drov...
02/07/2025

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Stocks rallied in January on upbeat Q4 corporate reports and solid economic news that quieted talk of an inflationary comeback.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
02/07/2025

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

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

Website

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