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
  1571 Hits
1571 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
  1485 Hits
1485 Hits

Search Blogs Module

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