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
  1411 Hits
1411 Hits

Search Blogs Module

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