Sandra C. Field, MBA, CFP®

1 minute reading time (108 words)

API Open House

FullSizeRender 5

API held an Open House in our office on June 29th and were delighted to host 75 clients.  We introduced our new full time office administrator, Melani, to our clients that 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.

Understanding Medicare
4th of July Holiday

Related Posts

By accepting you will be accessing a service provided by a third-party external to https://assetplanninginc.com/

Search Blogs Module

Wait a minute, while we are rendering the calendar
donation items Wells Fargo customers trust pet https ://seekingalpha Part D premiums . TD Ameritrade Medicare question D premiums 70 1/2. home earnings fallout asset Planning Two-Step Verification Social Security Administration Federal Trade Commission website cell phones 23 andme portal vacation life saver tax deadlines clone counterfeits emergency kits cell phone provider wells Fargo operations manager gap insurance Retirement Contribution Limits Medicare Part B tax season memorial Day weekend April 18 2017. Legal robocalls Medicare Part B premiums integral member official certification business hours increase Flexible Spending Account Auto insurance Independence Day executive order pet supplies hurricane Dorian years Victor Dergunov 900 number check lists people medications media accounts card reader scams Medicare plan Facebook profile January 10 Medicare Advantage information Labor Day privacy notices home break-ins estate planning Wells Fargo employees Erin Nelsen home security FSA COVID -19 virus emergency folder rescue organizations money chip-enabled EMV cards markets debt tax returns ice cream documents Healthcare spam phone client portal interest home mortgages items pet industry Treasury Department Part B 2018 IRA contributions non-prescripstion sunglasses fun atmosphere cell phone carriers offer cell phone SIM swap scam DNA test kits account numbers Puerto Rico National Ice Cream month Open Enrollment Social Security pet donation drive fun facts tax deadline web address Orange County offering insurance vision screening team members Kiplinger Letter Notary Public paperwork clutter February 14 retirement plans IRS deadline notary services Affordable Care Act consumer spending investment statements Asset Planning cell phone service provider ice cream event house sitter app company September 8 settlement options phishing scams Amazon student loans illiegal robocallers April 15 Medicare prescription eyeglasses padlock credit card fraud September 9 2017 TD Ameritrade National LINC Conference water … Economic Security July 3 rd ID card family members Brexit vote text messages 20 year anniversary Roth IRA retirement CA FTB October 1 2020. California Lions Friends payments jury duty Mobile Banking Security Tips disaster areas earthquake app borrowing money contribution limit opt-out clients interest rates email notifications parking spots Charles Schwab Joey Gonzales July 4 Financial Planning Magazine IRS identity thieves credit cards information Facebook health care costs checklists tax filing deadlines spread records phone VOIP landline phones stock pile July 6 IRA accounts 2017 IRA contributions July weekend estate insurance policies drive /usb identity theft summer retirement planning credit score June 29 Supplemental Security Income holidays approach news coverage FEMA website spring cleaning credit monitoring service coronavirus car loans estate planning direction insurance policy market turmoil self-help topics driver license EEChecklist-Kits.pdf stockpilingchecklist.pdf 2017 Equifax breach trustee Kraig Mathias credit freeze September 30 2020. Coronavirus Aid Ice Cream Social Orange County Superior Court “ skimmer ”. Expired medications CFP ® home emergency preparedness kits blog post banking bottom line privacy settings policy https :// 4 pm -8pm assets stimulus package donation counts paper records CERTIFIED FINANCIAL PLANNER exam April 11 fees health care services flash drive home emergency kit CARES Act Fox News story toilet paper credit card company relief efforts tax records phone companies retirement accounts pets partner /owner emergency kit clients show support president Trump Shred paperwork 401K breach birth certificates Open House phishing sites cell phone carriers