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
  313 Hits
313 Hits

Search Blogs Module

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