General Info

Welcome to the website of Asset Planning Group, one of the premier financial service firms based in Florida, serving clients around the country since 1992. Please feel free to explore this site to gain a better understanding of our firm and how we assist our clients to plan for and reach their financial goals. Asset Planning Group is an independent financial practice which custom designs and implements sophisticated financial strategies that help meet our clients' needs through good times as well as more turbulent periods, as we have faced more recently. We are completely INDEPENDENT. We have NO PROPRIETARY INTEREST in any specific company`s products and/or services. We are free to suggest the most appropriate financial strategies from among the wide array of products available in the marketplace.