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Top Wealth Manager
Top_Wealth_ManagersAugust 2011- Asset Planning, Inc. is recognized in Advisor One's Top Wealth Manager report. The survey captures the largest and most successful independent wealth management firms – those that are owned and operated by advisors themselves. For 2010, Asset Planning Inc. experiences 20% growth in asset under management (AUM) compared to a12.8% return on the S&P and 18% average growth among peers.
 
Top RIA in the Nation

Top_RIA_2011Asset Planning, Inc. moves up 20 spots in this years top Registered Investment Advisor (RIA) rankings featured in Financial Advisor magazine.

 
LA TIMES Money Makeover

A millionaire that never stops worrying about retirement

Sunday, April 1, 2011  alt

Sandra Field has another money makeover featured in the LA Times. This time, Sandy helps reassure a 44 year old millionarie that he will have a comfortable early retirement. Click here to read the full article.

 
Top Wealth Manager in Orange County & Nation

Asset Planning is awarded the Five Star Wealth Manager honor for overall client statisfaction . Click here to read about the five star wealth manager award. You can also read about our honors in the March 2011 Orange Coast Manazine issue.

 
API Blog

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Welcome to our blog- our newest way to communicate.


Click here to access our latest and past Blog posts
 
 
 
 
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DISCLOSURE: All information contained herein is for informational purposes only and does not constitute a solicitation or offer to provide financial advice or investment advisory services. Investment advisers and their representatives may only transact business in a jurisdiction after licensure or satisfying qualifications requirements of that jurisdiction, or only after exclusion or exemption from the jurisdictions requirements. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.

Asset Planning, Inc. is a registered investment adviser. More information about the firm and its principals can be obtained through www.adviserinfo.sec.gov the Investment Adviser Public Disclosure Site.