Advanced Planning Solutions LLC

Independent Agent specializing in retirement income strategies for tomorrow and protecting you, your family, and your employees today. Specialties: Life Insurance, Living Benefits, Small Business, Tax Advantage Savings, No Cost Employee Benefit program, Index Accumulation Account, 401K & IRA Rollovers, Social Security Planning.

We show individuals, families, and business owners how to: -Protect your savings from loss and provide for upside potential -Make your money work for you, not against you -Maximize use of tax-advantaged savings and income opportunities -Re-direct money you are already spending/saving to create new money and new ways to save Education: Bachelor of Science, North Dakota State University 1993 Doctor of Chiropractic, Northwestern College of Chiropractic 1998 Licensed in MN, SD, ND, AZ Products and Features we offer: -Cash Value Life Insurance -Living Benefits -Fixed Index Annuities -Long Term Care

Advanced Planning Solutions LLC
Lee Schwartz
651-324-0364
2150 3rd Street
White Bear Lake, Minnesota 55110 US
Texting: SCHWARTZFG to 866-866-5545
Email Us

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Business Hours

Always Open

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