Advanced Planning Strategies
Strategize Today, Secure Tomorrow
A Trusted Light Through Life’s Financial Journey
MISSION STATEMENT
At Advanced Planning Strategies, our mission is to empower individuals, families, and business owners with forward-thinking financial and insurance solutions. We guide our clients with clarity and integrity, helping them plan proactively to protect what matters most and create a legacy of security and confidence.
VISION STATEMENT
To be a trusted leader in innovative financial and insurance planning, recognized for delivering customized strategies that inspire peace of mind, foster long-term success and adapt to life’s evolving needs.
Who We Are
Your Guiding Light in Financial Planning
At Advanced Planning Strategies, we are a team of experienced professionals dedicated to helping individuals, families, and businesses navigate
financial decisions with confidence. We act as a beacon — offering clarity, direction, and peace of mind in uncertain times.
What Makes Us Different
At APS, we don’t just manage assets — we build relationships. We have developed and refined a process for planning, partnering with estate attorneys, CPAs, and non-traditional specialists to create a strategy that’s as unique as you are. With the lighthouse as our symbol, we illuminate the path forward —providing clarity in a complex financial world. We’re independent, relationship-driven, and focused on long-term success.
Our Commitment
At APS, we are committed to guiding individuals and families through every stage of their financial journey. We focus on long-term relationships
and solutions that reflect your unique goals and values.
Our Principle
We believe in proactive, collaborative planning — working hand-in-hand with trusted professionals who specialize in both traditional and non-
traditional methods to provide well-rounded financial guidance rooted in trust, transparency, and innovation.
Strategic Planning Areas
We deliver a full spectrum oof financial planning tools, designed to protect, grow, and transition wealth effectively.
Wealth Protection &
Risk Management
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Customized insurance strategies for families & businesses
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Estate preservation plans
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Long Term Care Planning to protect your legacy
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Captive Insurance Companies
Tax-Efficient
Investment Strategies
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Private Placement Life Insurance (PPLI) & Annuities
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Alternative assets aligned with long-term growth
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1031 Exchange
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Deferred Sales Trust
Business Continuity & Succession Planning
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Executive benefits & key-person protection
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Buy-sell funding solutions
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Smooth transition strategies for business owners
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Outsourced Valuations
Retirement & Income Planning
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Lifetime income strategies
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Personalized retirement distribution plans
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Social Security Timing to maximize income
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Employer sponsored retirement plans
Legacy & Philanthropy Solutions
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Charitable giving structures
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Trust integration services
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Multigenerational wealth transfer planning
Educational Cost Projection
& Planning
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Educational cost forecaster
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Strategic Savings Plan
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Tax efficient funding strategies
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The Advisory Architects
Our leadership combines decades of institutional experience with a boutique commitment to ensuring every client's financial lighthouse remains bright and steadfast.
Mark VanVoorhees CFP®
Mark@advancedplanningstrategies.net
989-274-0118
Kenneth Quiat
Ken@advancedplanningstrategies.net
415-659-8430
Jeremy Whitmore CFP®
Jeremy@advancedplanningstrategies.net
989-465-8633
William J. Schmidt
Bill@advancedplanningstratgegies.net
248-245-1226
Bonnie VanVoorhees-Marketing Director
bonnie@advancedplanningstrategies.net
989-652-2998
About our Advisory Architects
Mark VanVoorhees CFP®
Mark has 40 years’ experience in estate planning. His educational background includes a master's degree in entrepreneurial transactions from Central Michigan University and a Bachelor of Science in business administration and personal finance planning from the same institution. Further contributing to his expertise, he holds a Certified Financial Planner™ designation. Mark has been recognized nationally as an expert in his field, and was recently inducted into 2025 class of Who’s Who
Mark has a deep understanding of the use of business and private financial planning risk management tools designed to provide growth and preservation of wealth that go beyond the standard commonly traded mechanisms. His advisory practice has been predominantly planning based providing him with a wealth of real-world problem-solving experience that he utilizes day to day to assist people.
Kenneth Quiat
Kenneth D. Quiat, FICF, holds a Bachelor’s degree in Finance and has more than 39 years of experience as an investment broker, financial advisor, and California-licensed insurance professional. He has held leadership roles including Western Region Manager, Associate Partner, and Head of Direct Lenders Specialized Products & Services with Belpointe Specialty Insurance Partners Group and is the Managing Partner of Direct Lenders’ Insurance Services, a California agency specializing in protecting private lenders. Kenneth has also provided retirement and benefits consulting for Alameda County Employees and the Alameda County Employees Retirement Association (ACERA), as well as several East Bay school districts. In addition to his professional work, he has served as an instructor for insurance and investment licensing education and as a Planned Giving Advisor for organizations including Rotary International District 5160 and the Sankara Eye Foundation.
Jeremy Whitmore CFP®
Jeremy has been a Certified Financial PlannerTM since 2019. After serving for over 26 years in the U.S. Army, he attended Central Michigan University, earning a Bachelors of Science in Personal Financial Planning. Upon graduation, he took and passed the Certified Financial PlannerTM Exam, FINRA’s Series 65 Exam, and the Michigan Life and Health Insurance Exam. His specialty is working with individuals and families as they plan for retirement, and their life after. As a Veteran, Jeremy understands the importance of keeping Estate Planning documents up-to-date and communicating that plan to potential heirs. He also understands how overwhelming it can be as you start planning for the future. As the father of a veteran, he also understands the importance of starting early.
William J. Schmidt
Bill Schmidt has been in the Financial Services Industry for over 20 years after a career in the Automobile Industry. After paying for his children to attend college and realizing there was little guidance in preparing for the expense, he created his own company which centers on helping parents and students prepare for college and sharing various methods to help pay for their education, optimizing FAFSA and the financial aid process. Bill also is a Social Security Planning Advisor which enables people to choose the best time to begin their Social Security benefits. As an IAR, Bill obtained his Securities (Series 7 & 66), Life & Health Licenses so he can provide a professional analysis of your financial & family protection needs based on your current and future goals. Financial planning objectives are only as good as the plan you have in place. That’s why I’ve made it my mission as a Fiduciary to provide you with the highest-quality, most relevant information available which will grow and change with you.
OUR PHILOSOPHY
Steadfast Navigation Across Every Financial Horizon
At APS, we believe financial planning isn’t just about numbers—it’s about guiding you through life’s biggest decisions with clarity, confidence, and care. Like a lighthouse guiding ships through uncertain waters, we’re here to help you navigate the complex world of wealth management, retirement, estate planning, and non-traditional investment strategies.
We work hand-in-hand with a trusted network of Estate Planning Attorneys, Certified Public Accountants, and non-traditional specialists to ensure that every angle of your financial life is protected and optimized.
Whether you're looking to secure your family's future, grow your wealth, or plan for retirement, APS is your trusted guide—illuminating your path forward.
Contact Us
Advanced Planning Strategies
Strategize Today, Secure Tomorrow
Investment advice is offered through Belpointe Asset Management, LLC. 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. It is important to read our disclosures available at this link: https://www.belpointeasset.com/disclosures Belpointe Asset Management, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov.