Daniel Bennett Managing Director - Advanced Pension Strategies
Advanced Pension Strategies takes on the key responsibility of designing, implementing and managing pension and other business financial strategies that suit both your business and your financial needs, so that you are free to focus on growing your business.
(310)496-8025
12100 Wilshire Blvd Los Angeles, CA 90025-7140 -
MAP
Advanced Pension Strategies Insurance & Financial Services focuses on the design and implementation of financial strategies that help to solve key challanges faced by many privately held businesses. The precious resource of most business owners and professionals is time. Our priority is to address precisely those time-absorbing issues that pension and business planning present by taking on the important responsibility of designing and implementing a program that will work. We work in three areas: Pension Planning, Business Planning and Estate Planning
We specialize in three key areas, addressing these common concerns:
Pension Planning
•Diversification of wealth •Retirement income strategies •Tax-deductible contributions •Asset protection from creditors •Employee retention
Business Planning
•Stock buy-outs at early departure, disability or death •Key employee/Executive retention •Bonus programs to help enhance performance •Harvesting business equity at retirement •risk management
Estate Planning
•Updating estate plans to include business value •Refining asset allocation to reflect estate goals •Estate & capital gain tax mitigation •Family protection •Gifting for significance
Quantitative
Business Owner or: Senior Executive/Manager Net Worth (incl. Business) $500k + Growth Business with Revenues $1m+ Owner Income greater than $150,000 Stock Privately/Closely Held Strong Business Financials Business in Growth/Acquisition Mode
Qualitative
Loyal Intelligent Loves Family/Cares for People High Integrity Respected by Colleagues/Employees Identifiable Value System Respects and Relies on Advisors Clear Vision of the Future
All industries; experience in Media & Technology, Manufacturing, Wholesale distribution
Pasadena, Torrance, Westlake Village
Social Clubs
USTA
Charities
St. Paul the Apostle Parish Rotary Foundation
Graduate Degrees
M.S. Finance, London Business School
College Degrees
B.A. History, UC Davis
Speaking/Teaching
Experience
Finance Seminars
Organizations
London Business School Alumni NAIFA Rotary SM Chamber
