Asset Planning, Inc Blog

The latest from the team.

API Open House

FullSizeRender 5

API held an Open House in our office on June 29th and were delighted to host 75 clients.  We introduced our new full time office administrator, Melani, to our clients that had not yet met her. As we continue to grow in assets and clients, we needed someone dedicated to the running of the office and client contact. These duties have been removed from Samantha as she only deals with client accounts, trading and financial planning now.  API continues to expand and now has clients in 10 states and manages over 220 million dollars.  We thank you for your continued loyalty and referrals that allow us to grow.

Continue reading
  2100 Hits

Search Blogs Module

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