Asset Planning, Inc. now has reserved parking spots for our clients. They are located near the building's back entrance and have "Reserved for API/H+B" painted on them.
Please feel free to use them the next time you come to see us!
API held an Open House in our office on June 29th and we were delighted to host 75 clients. We introduced our new full time office adminitrator, Melani, to our clients who had not yet met her. As we continue to grow in assets and clients, we needed someone dedicated to the running of the office and client contact. These duties have been removed from Samantha as she only deals with client accounts, trading and financial planning now. API continues to expand and now has clients in 10 states and manages over 220 million dollars. We thank you for your continued loyalty and referrals that allow us to grow.