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  •  (949)-222-5800
  •  john@assetplan.com
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Our Firm

 

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At Asset Plan Partners, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Asset Plan Partners comes in. We're trained, licensed professionals, and we draw on years of financial planning experience when creating a long-term strategy. Whether your concern is the state of your current portfolio, or not having enough money to last throughout your retirement, we can help.

Our mission is to assist individuals, families and business in planning for their future.  Our personal approach provides a guide to pursue your financial objectives.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure it reflects their current lifestyle. If it's been a while, call or email us today.

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30131 Town Center Dr. #266
Laguna Niguel, California
92677 United States

  •  Tel: (949)-222-5800
  •  Fax: (949)-222-5558
  •  john@assetplan.com
  •  

The financial consultants of Asset Plan Advisors are registered representatives with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:  AZ, CA, CT, FL, GA, KS, NV,  NY, PA, SC, TN, TX, WA.

John C. Harcar CA Insurance #0471688

Domicile: CA

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