Advisors Trust Planning and Investment Company, Inc.

An independent Registered Investment Advisory firm founded in 1998. We provide expertise and innovative solutions to facilitate planning opportunities for high income clients.

What is Most Important?

You’ve heard the expression, “You can’t see the forest for the trees.” In today’s busy world of noise and increasing complexities, it’s no surprise people often have a hard time identifying specifically what they want. This is especially true when one considers the daunting tasks of retirement and estate planning, and the myriad of IRC regulations and tax rules. How can one even begin to articulate what is most important to us?

The Dilemma

People often exclaim, “Everything around us appears to be moving faster!” It’s true. On life’s road there’s an increasing pace and escalating complexity. And there are many dangers. Volatile swings in both the United States and world economies; and the current and anticipated national tax environment further add to your personal dilemmas. It seems there’s never enough time to sort through, identify or even hope to avoid many of the risks. Fortunately, by utilizing our established array of helpful tools and resources, you’ll be able to more easily adapt to the ever-charging world, move forward with a higher degree of confidence, financial agility and personal efficiency. For example, having first established your priorities and with cash flow identified; we benchmark your current financials and develop hypothetical projections. Together we could then work on your desired investment, retirement, family gift and / or estate planning objectives.

Simplicities Emerge

Our proprietary Advanced Choice Technology program (ACT) becomes the foundation for working through today’s challenges. To resolve seemingly insurmountable dilemmas, we’ve discovered it’s sometimes easier to start from the end and work backwards to find the most obvious path.

“Out of intense complexities, simplicities emerge.”

– Sir Winston Churchill

Your Priorities

It’s almost never about federal tax rates, IRS rules, investment portfolios, insurance policies or legal documents.

It’s up to you! Being mindful of your personal values, and with care and attention to the details, together we can discover, prioritize and focus on what’s most important to you.



Financial and Estate Planning decisions are difficult. Choices may be easier. Our core methodology is to help you discover, articulate and reach your goals. In your life experiences, common clues may become the most obvious signs.

Find out more today. With the help of our intuitive program Advanced Choice Technology (ACT), you’ll find yourself leading an exploration of the ideal potential solutions to help attain your own unique priorities – walking right through the forest of trees and out of the woods!