Asset Planning Services INC

About Asset Planning Services INC

<p>Three-Bucket Blueprint planning is the hallmark at Asset Planning Services INC, a retirement-focused advisory firm founded in 1999 by Paul Newman, CLU®, ChFC®. The approach separates money for today’s income, tomorrow’s growth, and long-term security, which helps clients see how each dollar is meant to work.</p> <p>With offices in Santa Rosa Beach in Florida’s Emerald Coast region and Covington in the New Orleans–North Shore area, the firm works with individuals, families, and business owners on retirement and wealth decisions. Asset Planning Services reports $0.8B in assets under management (2026) and operates under a fiduciary duty of care and loyalty.</p> <p>Services cover investment advice and retirement strategies, plus business planning strategies, employee benefits, and insurance products. The team also addresses common planning problems like inflation and tax planning gaps by building an organized plan meant to protect and grow assets over time.</p> <ul> <li>3(21) fiduciary investment advice</li> <li>Retirement income and accumulation strategy using the Three-Bucket Blueprint</li> <li>Business planning strategies and employee benefits support</li> <li>Insurance planning: life, health, long-term care, and disability</li> <li>Ongoing wealth management and portfolio guidance</li> </ul>

Website: https://www.assetplaninc.com/