We can help take some of the mystery out of preparing for your financial future.Learn More
We offer insight and information for employers and employees.Learn More
Guidance that can help you understand and better define your financial goals.Learn More
*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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Learn when it may not make sense to file a claim on your home insurance.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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.
There are hundreds of ETFs available. Should you invest in them?