We are pleased to announce that Melani has earned her Registered ParaplannerSM designation. The coursework she completed has given her the financial knowledge necessary to assist our CERTIFIED FINANCIAL PLANNERSTM in constructing financial plans for our clients. She will work closely with our advisors and is a valuable member of our financial planning team.
Carol, Sandy and Samantha attended the 2017 TD Ameritrade National LINC Conference in San Diego last week. This conference is a great opportunity to stay up to date on the latest industry trends as well as network with their peers, industry experts and technology partners. The information that they take away from the conference helps them continue to expand their knowledge and better service their clients needs.
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.
