We are pleased and excited to announce that Erin Nelsen, CFP® is now a partner/owner at Asset Planning, Inc. Erin has been with Asset Planning, Inc. since 2007. She has had been an integral member of our team and overall growth of our firm for the past 12 years. We look forward to the future with her as a partner and the continued success of Asset Planning.
Check out our new Ebook! In it you will find some valuable tips and guidance for retirement planning from our CERTIFIED FINANCIAL PLANNERS®.
Tips_to_Planning_a_Successful_Retirement.pdf
July 2018- Asset Planning is recognized in the Financial Advisor Magazine's RIA Survey & Ranking. Take a look at the ranking here!
June 2019- Sandy, Carol and Erin are awarded the 2019 Five Star Wealth Managers Award and are featured in the Orange Coast Magazine's June 2019 issue. Check it out here
