Asset Planning, Inc Blog

The latest from the team.

API Open House

FullSizeRender 5

API held an Open House in our office on June 29th and were delighted to host 75 clients.  We introduced our new full time office administrator, Melani, to our clients that had not yet met her. As we continue to grow in assets and clients, we needed someone dedicated to the running of the office and client contact. These duties have been removed from Samantha as she only deals with client accounts, trading and financial planning now.  API continues to expand and now has clients in 10 states and manages over 220 million dollars.  We thank you for your continued loyalty and referrals that allow us to grow.

Continue reading
  825 Hits
825 Hits

Save the date: API Open House Party!

Asset Planning will be having an Open House on Wednesday, June 29th from 4pm-8pm. There will be wine tasting and hors d’oeuvres. Look for an invitation with all of the details coming your way soon!

 

Continue reading
  819 Hits
819 Hits

Search Blogs Module

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