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
  210 Hits
210 Hits

Search Blogs Module

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