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Thank you for your interest in Advanced Planning Concepts, LLC: A Registered Investment Advisory Firm.  If you would like to email, call or send us mail,
please use the information below.

 

Advanced Planning Concepts, LLC

15849 N. 71st St. Suite 100

Scottsdale, AZ 85254

616-292-0605      

tom@advancedplanningconcepts.co

 

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IN BUSINESS OVER 33 YEARS

 

Over the past three decades, Tom Crisman has been in the Financial Services Insustry, and a Registered Investment Advisor since 2012.  Tom has been providing safe and intelligent financial solutions to people throughout Arizona and Michigan.

Our Mission

  • To provide education on “Safer Pockets of Money”
  • To help you assess your risk tolerance and to further define your goals
  • To present current information regarding savings, retirement, and market opportunities
  • To offer you services and products to help meet your unique investment needs
  • To help educate you in an easy-to-follow and an easy-to-understand manner
  • To deliver exemplary service and to treat you with respect
  • To maintain an environment of personal trust and confidence

 

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