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
  291 Hits
291 Hits

Search Blogs Module

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