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
  244 Hits
244 Hits

Search Blogs Module

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