Welcome To FinanScape

We are a Financial Planning Advisory Firm with offices in Pasadena, Aliso Viejo, and Westlake Village, California. We provide a variety of financial advisory services geared to the business owner, Wealth Logistics, and their key employees, Workplace Financial Planning.

Retirement planning has been a service delivered by StoneTapert for many years to its retirement plan clients and participants. We became aware that our clients had a need for more comprehensive planning assistance. Because of the demand, we have created a separate entity, FinanScape, to handle comprehensive financial planning at the workplace for our business-owner clients and their key employees.

Workplace Financial Planning

Financial Wellness and Productivity

Studies show there is a connection between “financial wellness” and physical and mental health. Programs that “treat” financial “illness” appear to hold promise for improving productivity as well as reducing the incidence of stress-related health conditions. More and more employers are looking to facilitate and support employee efforts with access to the education and guidance at the workplace.

FinanScape provides confidence to the business owner and his/her employees by helping employees take control of their financial future through one-on-one consultation right in the workplace. Read more.

Wealth Logistics

A Coordinated Approach to Wealth Management

Most business owners do wealth planning compartmentally. That is, they go to their accountants at tax time and try to, after the fact, lower their tax bills. Likewise, they go to an estate attorney only when they think they need a trust. A trust is drawn and the business owner is often left on his/her own to transfer assets into the trust. Very often this effort falls short and assets are not transferred. Complicating all of this is they use an investment advisor to manage their investible assets as well as perhaps a life insurance specialist.

FinanScape systematically analyzes all of the business owner's assets, including the business itself, creating a comprehensive plan aimed at protecting the integrity of personal assets, as well as the future value of the business. Read more.