Investment

• Investment Management
  Asset Planning Corporation (“Advisor”) is a registered investment advisor (“RIA”), located in the state of Tennessee. Advisor provides investment management and advisory services for clients nationally. Advisor will notice file and maintain all applicable licenses as required by the various states in which the Advisor conducts business, as applicable. The Advisor renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
• Mutual Funds
  To his point, last year, the forecasters from banks, brokerage firms, mutual fund companies, and the government missed their market predictions with particular ease. I hope you did not base any of your investment strategies on the opinions of these “experts.”
• Wealth Management

Accounting

• Accounting Services

Planning

• Financial Planning
• Long Term Care
  “Americans need to ensure they will have enough money to last throughout their lifetimes. The much-discussed baby boomer wave will crest in 2024, with 12,000 retiring every day. With the ‘Graying of America’ and the median age of Americans going up, it is more important than ever to plan for longer, well-lived lives, considering long-term care needs and replacing more of their pre-retirement income,” says the study.
• Asset Management
  What to do now? Diversify – normally markets do not go down together (2022) or up together (2023). Allocate your investments between conservative and long-term growth assets. Review your portfolio regularly and periodically rebalance your asset allocation. Keep some powder dry (risk-free cash) for spending needs. Be patient and stick to your plan.