2016 One-Page

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Why Choose Us

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Asset Management & Planning is a fee-only financial planning and asset management firm dedicated to providing long-term, objective financial planning and investment management to serve our clients.

We maintain a select client base so that we can provide the kind of personal attention and service often missing from banks and brokerage houses. Being available for our clients is the cornerstone to a long-lasting trusting relationship. We encourage our clients to keep an ongoing dialogue with us regarding their finances.

Our program brings integrity to the planning process because we are compensated by the client alone, eliminating any product-driven conflicts of interest. Asset Management & Planning does not sell any products or receive any commission. There are no hidden agendas or hidden fees. All compensation is derived solely from the fees paid to us by our clients. At Asset Management & Planning, we believe that the client’s best interests should be the driving factor in a client-advisor relationship.

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Our Services

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Creating a financial plan is key to any longterm goals and success.

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Our core beliefs create a proven management environment.

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Financial Planning

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Do you have a plan?

The financial planning process can be summed up very simply.

Where are you now?

Where do you want to be?

How are you going to get there?

Each client’s path is unique, and thus the complexity and scope of each plan varies. When we begin a relationship with you at Asset Management & Planning, we want to get to know you personally and understand what is important to you.

At Asset Management & Planning, we take a comprehensive approach to the financial planning process. Though we focus on your investments, we also analyze the other pieces of your financial picture to ensure that all of them are working together toward your goals.

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Investment Management

Asset Management & Planning’s proven investment management is rooted in certain core beliefs:

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Markets are extremely efficient. “Mispricings” can exist in equity markets but are extremely hard to identify on a consistent basis

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Investment returns are largely determined by asset class selection and not on market timing or stock picking. The asset classes that comprise a portfolio and the risk levels associated with these asset classes are responsible for most of the variability of portfolio returns.

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Risk and return are directly related. Asset class diversification reduces investment risk while allowing for better overall portfolio performance.

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Diversification is essential. Portfolios are constructed using a comprehensive approach to asset class exposure among both foreign and domestic equities.

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The most efficient way to own equities in a portfolio is through the use of low cost, mutual funds and/or exchange traded funds.

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Bonds are used to provide stability, generate income and reduce the overall volatility of the portfolio. Our ability to individually structure bond portfolios is unique and provides better fixed income management for each client.

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When we build portfolios we know that the return of your money is just as important as the return on your money. Our goal is to understand and invest in a manner that is appropriate for each client. How your portfolio performs in a down market is just as important as how it performs in an up market.

All Asset Management & Planning clients assets are held at TD Ameritrade Institutional. Additionally, we utilize Dimensional Funds, the leader in research and investing in asset class-based portfolio management. Dimensional Funds are available exclusively through a network of approved fee-only advisors and institutional money managers. They are not available through direct marketing or conventional broker/dealer firms. Dimensional Funds honor our commitment to maintaining low expenses which are shown to result in better investment returns.

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About Us

[/et_pb_text][et_pb_team_member_2 admin_label=”Larry Miller” name=”Larry Miller” member_email=”lmiller@assetmgtplanning.com” image_url=”http://www.assetmgtplanning.com/admin/wp-content/uploads/2013/12/miller.jpg” animation=”left” background_layout=”dark” header_font_size_tablet=”51″ header_line_height_tablet=”2″ body_font_size_tablet=”51″ body_line_height_tablet=”2″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” custom_css_member_image=”border: 5px solid white;” custom_css_member_social_links=”color: white;”]

Larry Miller has more than 35 years of experience in the financial services industry. He is the founding partner and President of Asset Management & Planning. Prior to founding Asset Management & Planning, Larry was Portfolio Manager of Asset/Liability for Bankers Trust of South Carolina as well as Senior Vice President and head of institutional fixed income sales for Wachovia Bank in South Carolina. Larry holds a Bachelor of Science degree from the University of South Carolina.

Larry and his wife Ann reside in West Columbia, SC where he is an active member of the community. Larry serves as Vice Chairman of the West Columbia Planning Commission and Chairman of the West Columbia Beautification Foundation.

[/et_pb_team_member_2][et_pb_team_member_2 admin_label=”Laurie White” name=”Laurie White” member_email=”lwhite@assetmgtplanning.com” image_url=”http://www.assetmgtplanning.com/admin/wp-content/uploads/2013/12/white.jpg” animation=”left” background_layout=”dark” header_font_size_tablet=”51″ header_line_height_tablet=”2″ body_font_size_tablet=”51″ body_line_height_tablet=”2″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” custom_css_member_image=”border: 5px solid white;”]

Laurie White has more than 30 years of experience in the financial service industry. She is a founding partner of Asset Management & Planning. Her banking and investment experience includes roles as a Registered Representative, Compliance Officer and Investment Officer with Wachovia Investments.

Born in Greensboro, NC, she was raised in Liberty, SC. Before entering the financial field Laurie earned a degree in biology and practiced nursing. She currently lives in Columbia, SC and is active in her community and church. Laurie has two grown children and two grandchildren. She enjoys cooking, music and the beach.

[/et_pb_team_member_2][et_pb_team_member_2 admin_label=”Andrew Todd, CFP®” name=”Andrew Todd, CFP®” member_email=”atodd@assetmgtplanning.com” image_url=”http://www.assetmgtplanning.com/admin/wp-content/uploads/2013/12/todd.jpg” animation=”left” background_layout=”dark” header_font_size_tablet=”51″ header_line_height_tablet=”2″ body_font_size_tablet=”51″ body_line_height_tablet=”2″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” custom_css_member_image=”border: 5px solid white;”]

Andrew Todd, Vice President of Asset Management & Planning, is a Certified Financial Planner® with a background in personal financial planning for individuals and their families. Mr. Todd has worked extensively in the areas of financial planning, asset management and daily money management. He specializes in providing individuals and their families with innovative and comprehensive financial solutions.

Born and raised in Columbia, Mr. Todd is a graduate of the University of South Carolina. He began his career with Horizon Investments, LLC in 2000 and went on to form Todd Financial Solutions in 2001. Todd Financial Solutions merged with Asset Management and Planning in 2010. An avid fisherman and photographer, Andrew lives in Forest Acres with his wife Sarah and two sons Sam and Henry.

[/et_pb_team_member_2][et_pb_team_member_2 admin_label=”Jennifer Kauffman” name=”Jennifer Kauffman” member_email=”jkauffman@assetmgtplanning.com” image_url=”http://www.assetmgtplanning.com/admin/wp-content/uploads/2013/12/kauffman.jpg” animation=”left” background_layout=”dark” header_font_size_tablet=”51″ header_line_height_tablet=”2″ body_font_size_tablet=”51″ body_line_height_tablet=”2″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” custom_css_member_image=”border: 5px solid white;”]

Jennifer Kauffman joined Asset Management & Planning in January 2013 to open the office in Charlotte, NC. She brings more than eight years of experience in managing investments and client relationships to the team. She started her career with Morgan Stanley in Lancaster, PA, and moved to North Carolina in 2006 where she worked as an Investment Consultant for TD Ameritrade.

Born and Raised in Bedford County, PA, Mrs. Kauffman is a graduate of the University of Pittsburgh. She lives at Lake Norman with her husband, Fred and son Ethan and enjoys music, yoga, and being on the water.

[/et_pb_team_member_2][et_pb_team_member_2 admin_label=”Sally McFarland” name=”Sally McFarland” member_email=”smcfarland@assetmgtplanning.com” image_url=”http://www.assetmgtplanning.com/admin/wp-content/uploads/2013/12/mcfarland.jpg” animation=”left” background_layout=”dark” header_font_size_tablet=”51″ header_line_height_tablet=”2″ body_font_size_tablet=”51″ body_line_height_tablet=”2″ use_border_color=”off” border_color=”#ffffff” border_style=”solid” custom_css_member_image=”border: 5px solid white;”]

Sally McFarland, a Certified ParaPlanner, is the director of client operations at Asset Management and Planning. Born and raised in Lexington, SC, Sally currently lives in West Columbia, SC. She is a graduate of Columbia College and has a background in the insurance and mortgage industries. She enjoys painting, music, traveling, and sports.

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Resources

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News & More

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Contact

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Asset Management & Planning

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602 Meeting St
Suite C
West Columbia SC 29169

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Toll Free 866-689-5962
Phone 803-739-6311
Fax 803-739-6318

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info@assetmgtplanning.com

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Monday–Thursday 8 am–5 pm
Friday 8 am–1 pm

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