Advanced Planning, Inc

Welcome

About Advanced Planning, Inc

How We Can Help You

Testimonials

Request A Meeting

Refer A Friend

It is not how much you make...It's how much you keep!

We specialize in teaching efficiency in money. It makes no sense to take more risk with your financial future than is absolutely required. After eliminating the wealth leakage from the financial decisions, many of our clients are able to take less market risk in reaching their financial dreams and goals.

Click here to read more testimonials.

Mission Statement

To Glorify God by serving our clients, enabling them to realize their individual financial values, goals and dreams through excellent stewardship

Thank you . . .

for taking the time to check us out.

No Matter how you came to find our website, Whether through the Radio show "Moneysense" heard weekdays at noon on Christian Talk 660am or 92.9 fm In Greenville or if because of past experince you are searching for a better way to learn and apply how money works, we invite you to take a look at what we do. It is very difficult in this complex world we live in to know where to turn for help. For this reason, we have set up this website to allow you to learn more about us and what is it that we do so you can make a clear, informed decision as to whether or not you would like to meet with us.

As we noted on the card you may have received, or heard on the radio show, we don't ask for the names of any referrals. No one from our office will contact you. The ball is in your court. If you decide a meeting would be beneficial, please click the "Schedule A Meeting" tab or give us a call at 864-242-1914.

Our clients that refer us have enlisted a special trust in us - that we help you as we have helped them. It is very humbling and we take this trust very seriously.

Please enjoy your time here and I hope to hear from you soon!

Sincerely,

Advanced Planning, Inc

401k Management

Many of our clients are usure as to how to manage their 401k/retirement accounts in relation to the events occuring in the financial world around us. What allocation is best for me? How much risk should I take? Which funds are the best from what I have to choose from?

In response to that need, we have developed a realtime 401k/retirement risk management service which actively manages our clients 401k/retirement assets using the universal law of supply and demand as a risk management tool.

Click on the link below for more information.

Logo 2 Over

Please take a few minutes to watch a short video and learn what it is that I do and how I can help you. "If What You Thought To Be True About Money Turned Out Not To Be True, When Would You Want To Know?"