Asset Planning, Inc.'s 25th Anniversary
Asset Planning, Inc. Celebrates 25 Years! A special thank you to all of our clients. We value you for putting your trust in us and giving us the opportunity to serve such wonderful people.
Forbes Top Wealth Advisors
Sandy has been listed as one of the top wealth advisors in the state by Forbes!
This is the seventh annual ranking of Forbes/Shook Top Women Wealth Advisors and features 1,697 women collectively managing $2.3 trillion. These rankings are determined through extensive research including quantitative and qualitative data and interviews with the advisors.
Medicare Basics Webinar Replay
Bob Bernardo, our Medicare specialist, took us through all of the ins and outs of Medicare in this very informative webinare. You can watch the replay by clicking on the link below.
Fastest Growing Women-Owned RIA
Asset Planning is named one of the fastest-growing women-owned RIAs in the nation.
See the webpage and listing here: https://wmriaedge.com/top-women-owned-ria-firms/
