Asset Planning, Inc Blog

The latest from the team.

New Client Portal

We are excited to announce that we now have a secure portal to transmit sensitive information to and from our clients. We will use this portal to send reports and documents electronically with sensitive information including full account numbers, social security numbers, etc. Each client portal is individual and you will be required to set up a log in to receive and send documents. In order to set up the portal and receive your documents, you will be sent an email with a link to your portal site. You will need to click on the link or copy and paste the web address in to your browser. If you are interested in receiving your quarterly statements electronically through the portal please contact me at sjg@assetplanninginc.com or Melani at melani@assetplanninginc.com and we will be glad to set you up on the portal.

Continue reading
  2048 Hits

Search Blogs Module

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