Total Planning Concepts, LLC along with its strategic partner Family Office Services, provides unparalleled advanced planning resources to high net worth clients and their advisers.
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.
©Family Office Services and Total Planning Concepts, LLC

Frederick A. Johnson
Total Planning Concepts, LLC
329 Rheem Blvd., Suite 106
Moraga, CA 94556
Phone (925) 631-0889
Fax (925) 631-0811
fred@totalplanningconcepts.com

Paul D. Klass
Total Planning Concepts, LLC
5994 W. Las Positas Blvd., Suite 103
Pleasanton, CA 94588
Phone (925) 468-0800
Fax (925) 468-0900
paul@totalplanningconcepts.com