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
  1847 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
  1752 Hits

Search Blogs Module

Wait a minute, while we are rendering the calendar
tax filing deadlines Treasury Department contribution limit Wells Fargo employees Medicare 900 number identity theft Roth IRA IRS account numbers bottom line https ://seekingalpha home mortgages Medicare Part B premiums tax season Victor Dergunov information Facebook EEChecklist-Kits.pdf stockpilingchecklist.pdf holidays approach house sitter vacation Joey Gonzales email notifications coronavirus June 29 breach Notary Public tax deadline April 18 2017. 2017 TD Ameritrade National LINC Conference jury duty client portal Healthcare prescription eyeglasses birth certificates Kraig Mathias phishing sites integral member text messages clients show support emergency kits home emergency kit people medications trustee health care costs insurance policies Orange County Superior Court relief efforts estate planning direction Wells Fargo customers tax deadlines memorial Day weekend partner /owner cell phones executive order cell phone provider student loans Part B credit cards July weekend policy interest rates years pet industry Amazon stimulus package wells Fargo hurricane Dorian trust Open Enrollment water … tax returns Retirement Contribution Limits privacy notices app estate planning self-help topics items spring cleaning FEMA website Brexit vote Social Security pet donation drive operations manager consumer spending 2017 Equifax breach market turmoil IRA accounts flash drive stock pile emergency folder cell phone carriers official certification drive /usb news coverage Medicare Part B October 1 2020. Fox News story September 30 2020. cell phone service provider opt-out driver license summer padlock emergency kit February 14 Labor Day pet supplies Coronavirus Aid Medicare plan blog post life saver spam phone home https :// Supplemental Security Income Medicare question January 10 check lists increase retirement accounts estate privacy settings Two-Step Verification credit monitoring service payments information July 3 rd home emergency preparedness kits toilet paper Independence Day pets retirement plans TD Ameritrade debt CERTIFIED FINANCIAL PLANNER exam Financial Planning Magazine business hours identity thieves DNA test kits investment statements earnings fallout checklists Charles Schwab clients paper records insurance policy chip-enabled EMV cards Asset Planning family members ID card credit score Social Security Administration credit card company Legal robocalls Facebook profile CA FTB Economic Security CFP ® “ skimmer ”. asset Planning ice cream event records Ice Cream Social gap insurance 4 pm -8pm 2018 IRA contributions home security media accounts ice cream 20 year anniversary Affordable Care Act Puerto Rico settlement options Shred paperwork Mobile Banking Security Tips documents team members notary services September 9 parking spots Part D premiums . paperwork clutter Expired medications credit card fraud fees Flexible Spending Account Orange County portal fun facts 23 andme interest 2017 IRA contributions April 15 FSA rescue organizations retirement planning credit freeze scams retirement September 8 70 1/2. earthquake app money donation items Medicare Advantage Auto insurance 401K Erin Nelsen president Trump spread phone companies tax records clone counterfeits cell phone SIM swap scam D premiums borrowing money July 4 phone COVID -19 virus Federal Trade Commission website offering insurance markets illiegal robocallers fun atmosphere company cell phone carriers offer IRS deadline donation counts disaster areas card reader National Ice Cream month VOIP landline phones health care services pet home break-ins Open House July 6 California Lions Friends phishing scams vision screening assets Kiplinger Letter web address non-prescripstion sunglasses CARES Act April 11 car loans banking