Asset Planning, Inc Blog

The latest from the team.

API Open House

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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.

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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!

 

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