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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.
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Which of 200 services, 300 tools, and 400 wealth counseling books are most relevant to you? Phase1Benefit.com
Which are the best zero tax planning tools for you? Phase2Benefit.com
How can one Adviser help you implement all of your legal, investment and insurance strategies? Phase3Benefit.com
How can you quantify the benefits of implemented strategies? Phase4Benefit.com
How can our planning answer 500+ key questions? 500KeyQuestions.com| 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 |