Partnering with Other Professionals

One of our missions is to create and be a part of a dynamic team that our clients can rely on. Coordinating your estate and tax plans with your investment decisions is essential to creating a lasting legacy and reaching your goals.

Facilitating an annual Board of Directors meeting to establish a system of checks and balances confirms that your team members are managing your assets in accordance to your wishes.

The Board of Directors Meeting outlines specific goals for each of your advisors as well as summarizes ongoing expectations. These periodic meetings with your advisory team attempt to provide unity, succession planning, higher levels of asset protection, and reduction of ongoing fees, expenses, and taxes. With the advisory team accountable to your expectations, we believe the wealth plan is capable of working efficiently, presently and in the future.

Life events such as marriage, large purchases and new family members, to just name a few, are all times when an attorney and/or a CPA should be brought in for their expertise. Contact us today and we can help to guide you through our network of professionals.

Your Money Score

5 minutes is all it takes to measure your financial strengths and weaknesses, with more importantly, a path for improvement.

Ken Stern & Associates (“KS&A”) is an SEC Registered Investment Adviser. However, such registration does not imply a certain level of skill or training and no inference to the contrary should be made.Asset Planning Solutions is a Licensed Insurance Agency CA Insurance # OB95262

KS&A and its employees are not tax professionals, information provided in this publication is not to be considered tax advice.
KS&A recommends that you consult a tax or an estate planning professional if you feel that these services are necessary for your situation. Information provided reflects the views of KS&A as of the date of this presentation. Such views are subject to change at any point without notice. KS&A obtained the information provided herein from third party sources believed to be reliable but it is not guaranteed. Information contained herein is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No investment decision should be made based solely on any information provided herein. KS&A has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is no assurance that any financial strategy will be profitable or successful in achieving your financial objectives. Investments in foreign securities may be affected by currency fluctuations, differences in accounting standards and political instability. These risks are more significant in emerging markets (or concentrations within a single country) and are subject to greater risk of loss and volatility and may not be suitable for all investors. Past performance is no guarantee of future returns.
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