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
  2197 Hits

Search Blogs Module

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