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

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Services

We serve individuals and businesses in all areas of financial management, including:

 

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

 

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

 

Risk Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

 

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.

 

Employee and Executive Benefits

Helping your business attract and retain qualified employees through benefit packages.

Book a Complimentary Consultation

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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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