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!

Melani

 

Continue reading
  354 Hits
354 Hits

Search Blogs Module

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