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
  952 Hits
952 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
  938 Hits
938 Hits

Search Blogs Module

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