APS provides a range of wealth management services to retail investors. Some, or all, of the services provided may not be available to each investor, depending on their needs and the Continuing Advisory Program selected by each client. For more about which services are available under each Continuing Advisory Program, please refer to our ADV Disclosure Brochure.
Investment Advisory services are offered through Asset Planning Services, Ltd., a Registered Investment Advisor. Registration with the Securities and Exchange Commission does not imply or guarantee a certain level of skill or training.
The content and material provided are for educational purposes only.
The information presented does not constitute a recommendation by APS to buy, sell or hold any security, financial product or instrument discussed herein or to engage in any specific investment strategy. The content neither is, nor should be construed as, an offer, or a solicitation of an offer, to buy, sell, or hold any securities. Use of the words “buy”, “sell” or “hold” on this website are for educational purposes only.
A copy of APS’ Disclosure Brochure (Form ADV 2A) can be viewed here. Our ADV describes, among other things, our services offered and fees charged. Upon request, we will send you a free copy of APS’ Form ADV 2A.
Any data and/or statistics displayed on this website are obtained from what APS considers to be reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed.
All investing involves risk including the possible loss of principal. There can be no assurance that APS, or you, will achieve your investment objectives.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. To learn more click here.