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 or Melani at and we will be glad to set you up on the portal.

Continue reading
  1326 Hits

Search Blogs Module

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