Asset Planning, Inc Blog

The latest from the team.

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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1274 Hits

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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582 Hits

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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566 Hits

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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554 Hits

Asset Planning, Inc. Celebrates 20 years!

NewAssetPlanningLogo

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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