Asset Planning, Inc Blog

The latest from the team.

5th Annual Gail Moreno Golf Tournament

October 11th, we will be hosting our 5th Annual Gail Moreno Golf Tournament.  All the proceeds of this tournament will benefit the Breast Cancer Angels.  We would like to thank everyone for their support by playing, sending in checks for sponsorship, and/or buying golf balls for the Golf Ball Draw.

If you would like to participate in our Golf Ball Draw, a $10 donation will buy you a chance to win $300 and help us raise funds for the Breast Cancer Angels.  You can make your donation via PayPal by visiting the link below or by sending us a check made out to Breast Cancer Angels.

www.gailmorenomemorial.com

 If you would like more information about the Breast Cancer Angels, their website is:

www.breastcancerangels.org

 

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LA Times Money Makeover

Sandy was asked to be the advisor on this month's LA Times money makeover.
Click here to check it out.
 

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Money Makeover

I had the pleasure of being asked to be the financial advisor for this month's Los Angeles Times Money Makeover.  Here is the link to the article:
http://www.latimes.com/business/la-fi-money-makeover-frey-vogel-20130818,0,2305366.story
 

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Congratulations to Sandy and Carol!

Congratulations to Sandra C. Field and Carol Somoano for being the recipients of the 2013 Orange Coast Five Star Wealth Managers. This was published in the April issue of Orange Coast magazine.

They were among 2,293 award candidates considered in the Orange Coast area of which only 19% of the candidates received the award. The award candidates were identified and considered by one of three sources: firm nomination, peer nomination, or prequalification based on industry standing. Self-nominations are not accepted.

Our two award recipients satisfied a 10 objective eligibility evaluation criteria associated with quality service providing wealth manager split into two parts, eligibility criteria and evaluation criteria.

The required eligibility criteria are as follows:

Credentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney.
Actively employed as a credentialed professional in the financial services industry for a minimum of five years.
Favorable regulatory and complaint history review.
Fulfilled their firm review based on internal firm standards.
Accepting new clients.


Evaluation Criteria:

One-year client retention rate
Five-year client retention rate
Non-institutional discretionary and/or non-discretionary client assets administered
Number of client households served
Education and professional designations

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Financial Planning Magazine Online

Discusses the impact of proposed regulation for the financial services profession in Financial Planning Magazine.Click Here to read the full article we are featured in. 

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Financial Planning Magazine-April Issue

Follow this link, to read Sandy's feature in this month's Financial Planning Magazine. The print edition of the article Opportunistic Retirement Investing has pictures from the photo shoot the magazine did of Sandy at our office.
 

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Top Wealth Manager

 Top_Wealth_ManagersAugust 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. To view the rankings click here. 

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LA Times money makeover

Our latest Money Makeover was featured in this Sunday's LA Times. Click on the link to read the full article. This makeover was quite a departure from our previous ones, as the recipient’s money problems lay in him taking wealth accumulation to the extreme.

Full Article 

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