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.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
To choose a plan, it’s important to ask yourself four key questions.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Earnings season can move markets. What is it and why is it important?
The recent market drop is an important reminder of why it's important to take a long-term view.
For homeowners who think their property taxes are too high, there are ways to appeal.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of 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.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
You’ve made investments your whole life. Work with us to help make the most of them.
There are a few things to consider when buying or leasing your next vehicle.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.