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*These services are offered by Brent Larsen through his affiliation with HD Vest
Serving Our Clients in Wealth Management, Business Accounting and Individual & Business Tax Preparation
Welcome, we are Associated Professional Advisors, Inc., a financial organization serving the communities of Lompoc and Santa Maria since 1986. Our website offers a wealth of information in the form of newsletter articles, calculators, and research reports. Our hopes are that you will find the information contained here informative and of worthwhile note.
We are hopeful that your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, taxes, tax planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Four vacation destinations you might never have thought of.
An inside look at how marginal income tax brackets work.
Term insurance is the simplest form of life insurance. Here's how it works.
How long does a $20 bill last?
These food myths will really put a drain on your wallet.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What are your options for investing in emerging markets?
What if instead of buying that vacation home, you invested the money?
What does your home really cost?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Have you found yourself suddenly single? Here are 3 steps to take right now.