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
  771 Hits
771 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
  758 Hits
758 Hits

Search Blogs Module

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