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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.

The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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