Asset Planning, Inc Blog

The latest from the team.

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!



Continue reading
  290 Hits
290 Hits

Search Blogs Module

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