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 sjg@assetplanninginc.com or Melani at melani@assetplanninginc.com and we will be glad to set you up on the portal.

Continue reading
  633 Hits
633 Hits

Search Blogs Module

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