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Strategic Management
for an individualized approach

Helping You
during all seasons of life

Teaching you
so you can make informed choices

Calculators

You can review interesting calculators on our site.

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Dan's Latest Video

Check out our latest video by clicking here.

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Welcome to Advanced Planning, Inc.

Thank you for taking the time to check us out. No matter how you found our website, if you are looking for common sense planning and strategies to help pursue your financial goals, you have come to the right place. 

It is very difficult in this complex world we live in to know where to turn for help. For this reason, I 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 work with our company.

The ball is in your court. If you decide a meeting would be beneficial, please click the "Contact Us" tab or give us a call at 864-242-1914 or 1-800-397-9507 toll free.

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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