Comprehensive Asset & Liability Management
For Physicians, Other Professionals and Individuals Interested in Protecting and Growing Wealth for Retirement
If you would like to view a C.A.L.M. brochure, please,click here.
After talking with many advisors and clients, The APS™ has come to the conclusion that there is a significant need for a systematic process for advisors to use when helping clients with their asset protection plan. A systematic process is needed to ensure the quality of advice given and so the public can have a plan put together for them which is comprehensive, complete, and fits their individual situation.
Additionally, the APS™ found that the cost for providing an asset protection plan is all over the board. Some advisors simply charge as much as they can get away with to a public who has no idea what the costs should be for their asset protection planning tools. Imbedded in the C.A.L.M. plan is a fee schedule rate which is recommended by the APS™.
In effort to have a uniform platform APS™ rated advisors can use to help their clients, the C.A.L.M plan was created.