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
  1238 Hits
1238 Hits

Search Blogs Module

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