Asset Planning, Inc Blog

The latest from the team.

New Client Portal

We are excited to announce that we now have a secure portal to transmit sensitive information to and from our clients. We will use this portal to send reports and documents electronically with sensitive information including full account numbers, social security numbers, etc. Each client portal is individual and you will be required to set up a log in to receive and send documents. In order to set up the portal and receive your documents, you will be sent an email with a link to your portal site. You will need to click on the link or copy and paste the web address in to your browser. If you are interested in receiving your quarterly statements electronically through the portal please contact me at or Melani at and we will be glad to set you up on the portal.

Continue reading
  1633 Hits

Search Blogs Module

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