Asset Planning, Inc Blog

The latest from the team.

Free Document Back Up

Even though tax season is is behind us you may still be going through important documents or filing them away. We thought now was a good time to let you know that we offer free document back up for our clients. We will take your important documents, scan them, keep them in your electronic client file here and also save them to a password protected flash drive for you to keep. We're always sending out reminders of the importance of having your documents in a safe place and backed up in case of a fire or other emergency and now it's easier than ever to get it done with this free service.

Examples of items you may want to have scanned are; birth certificates, medical records, insurance policies, bank and investment account information, identification cards etc.

Having this USB drive with you while traveling could be especially useful if there is an emergency while you're away from home.

If you would like to take advantage of this offer, feel free to give me a call to set up a time to drop your documents off.

Have a great weekend!



Continue reading
  210 Hits
210 Hits

Search Blogs Module

Wait a minute, while we are rendering the calendar
phishing scams emergency folder Retirement Contribution Limits FSA pets Part D premiums . money opt-out pet industry Wells Fargo customers Amazon Flexible Spending Account Shred paperwork gap insurance April 18 2017. 2018 IRA contributions Legal robocalls portal retirement plans estate clients vision screening disaster areas policy investment statements insurance policies fun facts house sitter home break-ins Victor Dergunov California Lions Friends trustee credit card fraud Auto insurance Social Security Orange County Superior Court asset Planning CERTIFIED FINANCIAL PLANNER exam Medicare Part B credit cards retirement accounts president Trump vacation phishing sites memorial Day weekend 4 pm -8pm “ skimmer ”. Medicare jury duty birth certificates 2017 TD Ameritrade National LINC Conference spring cleaning Part B web address Fox News story insurance policy home security Puerto Rico documents assets 23 andme tax deadline Social Security Administration trust credit freeze account numbers Supplemental Security Income Notary Public rescue organizations paperwork clutter credit score April 11 executive order borrowing money Medicare Part B premiums drive /usb official certification Brexit vote 401K VOIP landline phones 70 1/2. 20 year anniversary information Facebook Medicare question Mobile Banking Security Tips Affordable Care Act debt https ://seekingalpha Independence Day fees Treasury Department Roth IRA privacy notices 2017 IRA contributions IRA accounts parking spots clients show support Open Enrollment contribution limit ID card pet prescription eyeglasses card reader Kraig Mathias July 4 health care costs home mortgages D premiums https :// ice cream event illiegal robocallers October 1 2020. estate planning Healthcare identity theft client portal consumer spending relief efforts Orange County padlock retirement summer banking credit card company Kiplinger Letter home chip-enabled EMV cards Two-Step Verification IRS deadline car loans Wells Fargo employees April 15 bottom line June 29 pet supplies increase wells Fargo flash drive National Ice Cream month emergency kit clone counterfeits Open House driver license earthquake app privacy settings interest rates Facebook profile DNA test kits non-prescripstion sunglasses retirement planning FEMA website identity thieves notary services tax season