Asset Planning, Inc Blog

The latest from the team.

Notary Public

 

We want to congratulate Melani for receiving her Notary Public. We now have three Notary Publics in the office. As a courtesy we offer notary services free of charge to our clients. If you have any questions or would like to set up an appointment please give us a call.

Continue reading
  739 Hits
739 Hits

Search Blogs Module

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