About Us

Total Planning Concepts, LLC is a financial and insurance services firm specializing in retirement, compensation and executive benefit planning. We are dedicated to providing superior solutions to high income/high net worth clients and their advisors. Our special area of emphasis is serving 501(c)3 organizations and the healthcare industry.

Contact Us

Frederick A. Johnson, Principal: fred@totalplanningconcepts.com Total Planning Concepts, LLC
Paul D. Klass, Principal: paul@totalplanningconcepts.com 5994 W. Las Positas Blvd.
Dustin M. Klass, Associate: dustin@totalplanningconcepts.com Suite 103
Jennifer Orr, Executive Assistant: jorr@totalplanningconcepts.com Pleasanton, Ca. 94588

Phone: 925-468-0800
Fax: 925-468-0900