Have questions?
We would love to offer answers

One chat—by phone, email, or in person—will map every dollar to its perfect bucket and show exactly how we protect today’s paycheck, grow tomorrow’s nest egg, and protect your family’s forever impact.

Helping you plan for today’s paycheck, tomorrow’s growth, and forever’s impact

Paul
901.410.2232
paul@assetplaninc.com

Donna
901.410.4122
donna@assetplaninc.com

Address

85 Gulfview Circle
Santa Rosa Beach, FL 32459

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Asset Planning Services

Address

85 Gulfview Circle

Santa Rosa Beach, FL 32459

Securities and Registered Investment Advisory Services Offered through Silver Oak Securities, Inc.- Member of FINRA/SIPC. Asset Planning Services and Silver Oak Securities, Inc. are separate entities.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. We are not affiliated with any government agency.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

ARE-19097 | 26776 | 07/2025

Have questions?We would love to offer answers

One chat—by phone, email, or in person—will map every dollar to its perfect bucket and show exactly how we protect today’s paycheck, grow tomorrow’s nest egg, and protect your family’s forever impact.

Helping you plan for today’s paycheck, tomorrow’s growth, and forever’s impact

Paul 901.410.2232paul@assetplaninc.com

Donna 901.410.4122donna@assetplaninc.com

Address

85 Gulfview Circle Santa Rosa Beach, FL 32459

Contact Us

Have questions?
We would love to offer answers

Paul
901.410.2232
paul@assetplaninc.com

Donna
901.410.4122
donna@assetplaninc.com

85 Gulfview Circle
Santa Rosa Beach, FL 32459