Asset Planning, Inc Blog

The latest from the team.

Wishing you a Happy Easter and Happy Passover!

Easter and Passover 2019.

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Happy Holidays!

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Christmas 2018 Blog Photo

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****Newsletter Correction****

In the Large Vacation and Purchase planning article the married couples income would need to be over $170,000, not 107,000 to see an increase in premiums. So sorry for any confusion this may have caused.

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Wedding Bells!

Kats Wedding Family Web

From left to right-Kimberly, Dexter, me, Kat, Luke, Jorge, Kyle

The highlight of my summer was the wedding of my youngest daughter, Kat, to my new son-in-law, Luke. They were married at Old Ranch Country Club in Seal Beach and it was a beautiful day! He is from Australia and we had quite a fun wedding with the visiting Aussie relatives. The whole family was involved in the wedding, even Dexter (our dog) – he was the flower dog! The planning and details that go into planning a wedding are intense and if you ever need any referrals for photographer, florist, etc. just let me know. We had a great team.    

 

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Not Just Tourists- Volunteer Opportunity and Suitcase Donation Drive

Not Just Tourists is a non-political, non-religious, volunteer run program that collects unused medical supplies for those in countries who can't afford them. They collect these supplies from hospitals, clinics, medical suppliers and individuals, pack them in a suitcase and send them with a person traveling to a country in need. The travelor checks the suitcase in on their flight and then delivers the suitcase to a local clinic in the country that they are traveling to. When we heard about this program we just knew that we would have clients who would be interested in helping out during their travels.

Ways you can help:

Volunteer

Donate Suitcases

Donate Medical Supplies

Take Supplies

We will be collecting suitcases at our office to donate to the Orange County Chapter of Not Just Tourists. They prefer donations of full-sized suitcases, but they welcome carry-on size as well. Suitcases should be clean, not too heavy or large, close easily and not be broken or badly torn.

The deadline to drop off your suitcases to our office is Thursday, August 30th.

Our Address

Asset Planning, Inc

10833 Valley View St, Ste 470

Cypress, CA

90630

For more information about the program or to sign up to take a suitcase of supplies with you please go to their website Not Just Tourists.

There you will find detailed FAQ page with any questions you may have.

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Pictures from Our 2nd Annual Ice Cream Social

We had an absolute blast catching up with our clients at our ice cream social on Tuesday. The weather was beautiful, the ice cream was delicious and the company was fantastic! Thank you for all of you who attended. We love the moments when we can sit and chat with you all. Our photo booth pictures were so much fun! Hope to see you all at the next one.

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2nd Annual Ice Cream Social

It was so great catching up with all of you at our last ice cream event that we decided to have another one.

Come beat the heat and grab something sweet to eat!

Bring your friends, neighbors and kids! We'd love to see everyone there!

 

Ice Cream Flyer 2018

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2018 Five Star Wealth Manager Awards

Five Star Professional logo 

Orange Coast Magazine June 2018 issue

 

We are proud to announce that Sandy, Carol and Erin have been awarded with the 2018 Five Star Wealth Managers Award. They have been featured in Orange Coast Magazine's June 2018 issue. There were 2,423 candidates for this award and only 144 were named as top wealth managers. Way to go!!!

Follow the link below and search under wealth managers to see the full list.

https://www.fivestarprofessional.com/awardwinners/OCWM

**** There is a minimum of 5 yrs as a credentialed professional requirement to receive this award. We are confident that once Samantha reaches this milestone she too will be named ****

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Eyeglass Drive for California Lions Friends in Sight

Asset Planning is collecting used prescription eyeglasses, non-prescription sunglasses, readers and even broken glasses. These glasses will be donated to the California Lions Friends in Sight. This organization provides free vision screening and free recycled eyeglasses to those in need.

If you have any eyeglasses that you wish to donate you can drop them off at our office anytime from now until May 25th.

Thank you in advance for your donations!

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Free Document Back Up

Even though tax season is is behind us you may still be going through important documents or filing them away. We thought now was a good time to let you know that we offer free document back up for our clients. We will take your important documents, scan them, keep them in your electronic client file here and also save them to a password protected flash drive for you to keep. We're always sending out reminders of the importance of having your documents in a safe place and backed up in case of a fire or other emergency and now it's easier than ever to get it done with this free service.

Examples of items you may want to have scanned are; birth certificates, medical records, insurance policies, bank and investment account information, identification cards etc.

Having this USB drive with you while traveling could be especially useful if there is an emergency while you're away from home.

If you would like to take advantage of this offer, feel free to give me a call to set up a time to drop your documents off.

Have a great weekend!

Melani

 

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Thanks for Your Support!

We would like to thank everyone who donated pet supplies and medications to our cause! Animals are near and dear to our hearts and it means a lot to have so many clients show support with their generous donations. We are so happy that these donations will go to pets in need, especially those affected in Puerto Rico and the disaster areas.

Pet Donation 3

                                                                                                                         Samantha and Melani dropping off the pet supplies to the SPCALA

                         

                                                                                                                       

 

 

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API Anniversary Dinner

The API girls out celebrating API's 20th anniversary. We couldn't do it without our wonderful clients!

API Anniversary Dinner

From left to right: Carol, Joanne, Sandy (Top), Erin, Samantha and Melani

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Asset Planning, Inc. Celebrates 20 years!

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Asset Planning is proud to announce that we are celebrating our 20 year anniversary this week. API continues to expand and now has clients in 16 states and manages over 260 million dollars.  This is an exciting milestone for our company and we know that we would not be here today if it wasn’t for the commitment and support that we receive from our clients; some who have been with us from the very beginning. Our clients mean the world to us and we thank you for your continued loyalty and referrals that allow us to keep growing.

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Reminders: Pet Donations and Document Shredding

All of us at Asset Planning hope everyone has had a great start to their New Year! I wanted to send out a few reminders as you may still be cleaning and organizing from all of the holiday madness.

We are still accepting pet supplies and old medications to donate for disaster relief until January 15th. If you have anything to donate please drop them off at our office by then.

Also, around this time you may be getting ready to do your taxes and are going through paperwork. This is a perfect time to remind you that we offer free document shredding for our clients all year long. If you have any sensitive paperwork that needs to be shredded you can bring that to the office any time.

If your items are bulky or heavy and you need assistance please call me in advance and I will be glad to help you.

Have a wonderful weekend!

Melani

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Happy Labor Day

In observance of the Labor Day Holiday we will be closed on Monday, September 4th.

We will be returning to normal business hours on Tuesday, September 5th.

We hope that everyone enjoys their holiday weekend!

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API Ice Cream Event

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We would like to say thank you to everyone who came out to help us celebrate National Ice Cream month at our ice cream event last week. We all had a great time and truly enjoy events where we're able to relax and have some fun with our clients. I have some great pictures of everyone and will be posting them on our Facebook page.

I look forward to seeing you all at our next one!

Sandy

 

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Asset Planning is recognized in Financial Advisor Magazine

We are pleased to announce that Asset Planning has been recognized in Financial Advisor Magazine's annual top RIA rankings. Click the link below to read the full article and see the rankings.

Financial Advisor Magazine's annual top RIA ranking

 

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I Scream...You Scream...We All Scream for Ice Cream!

Come help us celebrate National Ice Cream month this Thursday, July 27th from 1pm-3pm at Churned Creamery in Cypress. We would love to see you!

Ice Cream Event Flyer 2

 

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Sandy was Quoted in Financial Planning Magazine

Financial Planning Magazine reached out to Sandy to get her reaction to President Trump's proposed tax cuts for businesses and the elimination of certain deductions. This is what she had to say. You can read the full article here: http://www.financial-planning.com/list/rias-support-trump-tax-cuts-for-businesses

Sandys quote on Trumps tax cut in Financial Planning Magazine

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YOLO

Sandy in the Amazon

During my 30 year career I have encouraged  clients to carefully save and prepare for retirement. Now I want you to reach beyond your comfort zone and embrace something new, something exciting, possibly scary. I was recently in the Galapagos and loved that portion of the trip but I also signed up for an Amazon rainforest extension that pushed my boundaries. This self-declared "prissy girl" was going to a very remote part of the world, completely off the grid. No cell, wifi, satellite, news or electricity- which was great for my daughter to be unconnected. We had dim light by solar, hunidity, heat, lots of bugs, birds, snakes, caimans and creatures. I was in a swamp with the Shaman, a medicine man, a healer of the community. To appreciate what we have, go to where they have not. View the world as exciting and try a new hobby, volunteer, give back, get involved. YOLO means "you only live once" and I have lived by that attitude for years. Take the road less traveled. Take a leap.

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