Asset Planning, Inc Blog

The latest from the team.

Pet Donation Drive Extended!

With the craziness of the holidays we have decided to extend our pet donation drive. The last day to drop off items is Friday, February 14th.

Here is the information of what type of items we can accept:

MEDICATIONS- They accept dog, cat and people medications. Expired medications are fine too.

Antibiotics (ANY)
Especially: Clavamox,
Baytril, Albon, Biaxin,
​Doxycycline, Ciprofloxin,
Orbax, Augmentin,
Amoxicillin, Cephalexin,
Clindamycin, Erythromycin,
Azithromycin, Fungal Meds,
Heartguard, Nexgard,
Ivermectin, Dewormer
Lixotinic, ​Frontline, ​Revolution
Capstar, NutriCal
Ear & Eye Infection Medications
Pain & Anti-Inflammatory Medications

We will be shipping the medications to an organization that helps in disaster relief areas.

New or gently used items such as:


These items will be dropped of at a local SPCALA location to be distributed by DART (Disaster Animal Response Team) where they are needed the most.

As always, we appreciate all of our clients generousity!

Continue reading
  15 Hits
15 Hits

Happy Holidays from Asset Planning Inc!

Happy Holidays

 

Continue reading
  35 Hits
35 Hits

Phones are back up!

Our phones are back up and you can resume using our main 714-827-5794 number.

 

Thank you for your patience!

Continue reading
  26 Hits
26 Hits

Phone lines are temporarily down

We are switching our phone service so our main phone number (714-827-5794)  is temporarily down. If you need to reach us by phone please call Melani on her direct line at 714-780-2757.

Thank you for your understanding during our transition!

Continue reading
  36 Hits
36 Hits

Schwab and TD Ameritrade Merger

Dear Clients,

As you may have heard in the news, Charles Schwab and TD Ameritrade have reached an agreement for Schwab to acquire TD Ameritrade. The combined company will retain the Schwab name, and will reflect the best that each legacy firm has to offer, including leading wealth management and trading platforms.

For now, the transaction is subject to customary closing conditions and is expected to close in the second half of 2020. During that time, there should be no impact to how you work with us or TD Ameritrade Institutional.

If you have any questions, please feel free to reach out. If you would like to learn more about the transaction, visit www.amtd.com for details.

Sincerely,

Sandy, Carol and Erin

Continue reading
  37 Hits
37 Hits

Pet Donation Drive

As the weather turns colder and the holidays approach, our animal loving hearts can't help but think of the poor animals who will be in the shelters this year. We are collecting donation items starting now until January 10th for pets in need. Every little donation counts and adds up!

Items that we can accept:

MEDICATIONS- They accept dog, cat and people medications. Expired medications are fine too.
Antibiotics (ANY)
Especially: Clavamox,
Baytril, Albon, Biaxin,
​Doxycycline, Ciprofloxin,
Orbax, Augmentin,
Amoxicillin, Cephalexin,
Clindamycin, Erythromycin,
Azithromycin, Fungal Meds,
Heartguard, Nexgard,
Ivermectin, Dewormer
Lixotinic, ​Frontline, ​Revolution
Capstar, NutriCal
Ear & Eye Infection Medications
Pain & Anti-Inflammatory Medications

We will be shipping the medications to an organization that helps in disaster relief areas.

New or gently used items such as:


These items will be dropped of at a local SPCALA location to be distributed by DART (Disaster Animal Response Team) where they are needed the most.

Continue reading
  77 Hits
77 Hits

Free Shredding!!!

Sending out a quick reminder that we offer free shredding for our clients! We utilize a company who is certified so you can be sure that your personal information is safe. You can drop it off to our office anytime. If you have a lot and it's too heavy to carry up to our suite, give me a call and I will come down and get it.

Have a wonderful weekend!

Melani

Continue reading
  72 Hits
72 Hits

We're Growing!

Joey Akanksha

Asset Planning continues to grow and now our managed assets are just under 310 million dollars.

We deeply appreciate our clients referring new friends and family members to us. To keep up with our growth, we added two new team members.


Meet Joey Gonzales, our operations manager. Joey has over 10 years’ experience in the financial services industry working for both boutique and large RIA firms. As an Operations Manager, he enjoys building processes that help drive efficiency making the most of technology for the firm. He will also be working as a wealth manager research analyst. When Joey is not streamlining workflows, he enjoys traveling to Japan and perfecting his 10k run. Joey earned his bachelor degree from Azusa Pacific University and is currently pursuing his CFP® certification.


Our newest team member is Akanksha Arora and she is in her senior year at California State University, Fullerton as a Financial Planning student. She is focused on the financial planning process and helping clients reach their financial goals. She will be learning planning and observing in client meetings with all of us. Her ultimate goal is to take the CFP® exam next summer. While at CSUF she became president of the Finance Association and the Indian Student Association. In her free time, she loves to dance, cook new vegetarian recipes, and spend time with loved ones and her puppy by the beach.

Continue reading
  96 Hits
96 Hits

Happy Labor Day!

Happy Labor Day

In observance of Labor Day, our office will be closed Monday, September 2nd. We will resume normal business hours on Tuesday, September 3rd.

Wishing all of our clients a happy and safe Labor Day weekend!

 

Continue reading
  90 Hits
90 Hits

Thank You! Thank you! Thank You!

Wow, is all we can say! We were blown away by how many clients were able to make it to our Ice Cream Social this year. This is truly one of our favorite events of the year because we get to see our clients out of the office in a fun atmosphere all while eating delicious ice cream. Here are some pictures from the Ice Cream Social. If you weren't able to make it this year, we hope to see you at the next one!

Pic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 web

 

Continue reading
  85 Hits
85 Hits

Search Blogs Module

Wait a minute, while we are rendering the calendar
people medications consumer spending Asset Planning news coverage 2017 IRA contributions donation counts information Facebook summer Kraig Mathias company Social Security ice cream event https ://seekingalpha portal web address credit card company credit monitoring service investment statements blog post Federal Trade Commission website email notifications identity thieves illiegal robocallers VOIP landline phones retirement phone companies media accounts partner /owner client portal health care costs drive /usb Joey Gonzales offering insurance cell phone SIM swap scam Orange County contribution limit integral member team members trust fun atmosphere vision screening health care services phone ice cream Mobile Banking Security Tips 2017 Equifax breach breach April 11 life saver credit score Healthcare 4 pm -8pm 20 year anniversary tax deadline estate planning direction Orange County Superior Court National Ice Cream month Notary Public increase 2018 IRA contributions retirement accounts information card reader self-help topics Part D premiums . Auto insurance clients Expired medications 70 1/2. Medicare fees emergency folder identity theft parking spots pet EEChecklist-Kits.pdf stockpilingchecklist.pdf hurricane Dorian family members Kiplinger Letter July 4 Medicare Advantage prescription eyeglasses Treasury Department Wells Fargo employees earthquake app pet donation drive Retirement Contribution Limits emergency kits banking IRS deadline insurance policies 900 number home mortgages non-prescripstion sunglasses Erin Nelsen assets flash drive pet supplies FSA Independence Day Affordable Care Act retirement planning Amazon borrowing money fun facts estate planning Social Security Administration home emergency preparedness kits official certification scams June 29 Legal robocalls disaster areas app vacation April 15 Financial Planning Magazine jury duty check lists home break-ins cell phone carriers offer phishing sites Roth IRA retirement plans 2017 TD Ameritrade National LINC Conference cell phone provider ID card debt paperwork clutter phishing scams Supplemental Security Income gap insurance relief efforts D premiums estate text messages “ skimmer ”. documents Medicare question FEMA website rescue organizations privacy notices wells Fargo February 14 clients show support tax season California Lions Friends home security president Trump CERTIFIED FINANCIAL PLANNER exam Medicare Part B spam phone home emergency kit TD Ameritrade checklists Puerto Rico January 10 DNA test kits 401K Part B Fox News story spring cleaning October 1 2020. Two-Step Verification Medicare Part B premiums items Victor Dergunov chip-enabled EMV cards CFP ® notary services pet industry Facebook profile IRA accounts Wells Fargo customers Ice Cream Social settlement options home emergency kit memorial Day weekend house sitter cell phone carriers credit cards Shred paperwork policy bottom line Flexible Spending Account credit freeze executive order asset Planning trustee money car loans opt-out Medicare plan Open Enrollment padlock holidays approach cell phone service provider 23 andme insurance policy cell phones clone counterfeits toilet paper https :// privacy settings operations manager Brexit vote donation items pets account numbers interest rates credit card fraud birth certificates April 18 2017. Charles Schwab Open House driver license