Erin Nelsen featured in LA Times
Erin Nelsen, CFP gives advice on managing job loss and finances during this difficult time. Read the article featured in the LA Times here and Yahoo here.
Virtual Meetings Available
We are available for virtual video or phone conferences. Most paperwork can be signed ditigally as well. Our receptionist is available 9am to 1pm Monday-Friday for clients that need to drop off items in person.
Giving Support Where We Can
Asset Planning is doing its best to help in these unprecedented times by donating to two charities that are doing their part to help those in need during the COVID-19 pandemic.
- Feeding America: Feeding America is working together to end hunger. With many losing their jobs, schools shutting down, and the health risks around us, Feeding America is matching every dollar donated for adding food to food banks around America in an effort to support people facing hunger in these uncertain times.
- Direct Relief: Direct Relief is working with health authorities, nonprofit organizations, and businesses in the U.S. and worldwide to provide personal protection equipment (PPE) and essential medical items needed for medical workers responding to the coronavirus.
Forbes Top Women Advisor Ranking for 2020
Sandy named in the Forbes Top Women Advisor Ranking for 2020!
