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Woodland Hills Chamber of Commerce
West Valley Warner Center Chamber of Commerce

Since 1930. Serving Tarzana, Woodland Hills, Reseda and the entire Warner Center.

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Planned Asset Management
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Planned Asset Management
26135 Mureau Road, 201
Calabasas, CA 91302
818-262-8080
Click Here To Contact Planned Asset Management
Plan-4U.com
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Financial Concierge Service - Larry Schechter M.A., PPC
About Planned Asset Management:

Larry Schechter is a Registered Representative with and offers securities through M.S. Howells & Co. member FINRA/SIPC. Larry also offers Advisory Services through Planned Asset Management - a Registered Investment Advisory firm. M.S. Howells & Co. and Planned Asset Management are not affiliated. Larry has attained the designation of Professional Plan Consultant (PPC®) enabling him to better serve Plan Sponsors of Employee Benefit Plans and their participants.

At Planned Asset Management we pride ourselves on experience, professionalism and commitment to our clients. Working together as a team, our goal is to build trusted relationships with clients and develop strategies aimed at increasing a client's income, minimizing income and estate taxes, and increasing their overall net worth, all with special attention paid to personal service.

Prepare for the road ahead with the help from Larry Schechter, your own financial concierge. Contact Larry today for a no-cost, no-obligation first meeting.

Services:

Larry provides the services below:

*Wealth Management and Retirement Planning
*Concierge Level Financial Services
*Estate Planning Coordination and Trust Review
*Portfolio and Investment Management
*Business Retirement Plan Strategies and Implementation
*Help you build your financial future

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