Financial Planning Magazine
March 5, 2012
Sandy is quoted in Financial Planning Magazine discussing target date funds. Click Here to read the article.
Financial Planning Magazine
Sandra Field, MBA, CFP discusses separately managed accounts in the October 2011 issue of Financial Planning Magazine. Click here to read the article.Top Wealth Manager
August 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 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.
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