Planned Asset Management

Planned Asset Management is an independent firm providing comprehensive financial planning and investment management services to individuals, families, and small business owners. While first working in the accounting industry, Morrie W. Reiff, the firm’s founder, realized how many of his clients didn’t have a financial plan. With the desire to help people feel more confident about their financial future, he transitioned into the financial services industry and founded Planned Asset Management in 1985.

Planned Asset Management is an independent firm providing comprehensive financial planning and investment management services to individuals, families, and small business owners. While first working in the accounting industry, Morrie W...

Planned Asset Management, Calabasas. 286 likes. Our Mission is to earn your trust and confidence by implementing strategies to increase income, minimize income & estate taxes, and increase your...

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services.

Serving Calabasas, CA and outlying areas, Lawrence Schechter of Planned Asset Management, LLC is offering the following services not limited to: Financial Consultants, Estate Planning, Financial Planning, Retirement Planning and Life Insurance.