Advanced Planning
Services
Clarity. Direction. Progress.

Good ideas deserve
a practical plan.

We help individuals and small businesses turn ideas into practical systems that support growth.

Illustrative consultant and business owner reviewing a plan together
Practical conversations. Clear next steps.

Business experience. Thoughtful strategy. Technology that works for you.

How we can help

Move forward with
the right support.

From your next business decision to the systems behind your work, APS helps you connect the plan with the practice.

01 /

Consulting
& Growth

Clarify your direction and build a practical path toward your goals.

  • One-on-one business consulting
  • Business and business-plan coaching
  • Strategic planning
  • Marketing models
02 /

Leadership
& Operations

Strengthen how your people lead, collaborate, and get work done.

  • Leadership training
  • Process improvement
  • Best practices
  • Standard work
03 /

Technology

Put useful technology to work in ways that fit your business.

  • AI infrastructure and automation
  • Tool adoption and training
  • Website development
  • Software development

About APS

Practical experience.
A forward-looking
approach.

Dan Burgess brings 38 years of experience in business ownership, leadership, and consulting within the insurance and financial services industry.

Through Advanced Planning Services, Dan combines that practical experience with technology and automation to help individuals and small businesses grow.

Your next step

Let’s talk about
what’s next for you.

Tell APS a little about your business, your idea, or the challenge you’re working through.