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
  570 Hits
570 Hits

Search Blogs Module

Wait a minute, while we are rendering the calendar
VOIP landline phones Kraig Mathias earthquake app information Facebook Roth IRA April 18 2017. president Trump chip-enabled EMV cards spam phone parking spots account numbers asset Planning ID card Supplemental Security Income trust privacy settings credit card fraud company phishing sites opt-out Retirement Contribution Limits Orange County https :// borrowing money documents assets prescription eyeglasses Puerto Rico retirement home break-ins clients show support Two-Step Verification partner /owner birth certificates home mortgages notary services Medicare Part B premiums blog post Fox News story policy 4 pm -8pm car loans CFP ® 2017 IRA contributions pets April 15 debt privacy notices Mobile Banking Security Tips house sitter executive order CERTIFIED FINANCIAL PLANNER exam non-prescripstion sunglasses card reader Social Security information vacation app credit cards identity thieves Medicare Part B credit freeze client portal Medicare consumer spending Kiplinger Letter home security drive /usb interest rates 23 andme money October 1 2020. Affordable Care Act April 11 ice cream event July 4 phishing scams June 29 bottom line fees 401K 2018 IRA contributions credit score clients integral member Facebook profile summer trustee Healthcare “ skimmer ”. paperwork clutter pet industry emergency kit retirement plans wells Fargo cell phone carriers offer fun facts 20 year anniversary pet portal Orange County Superior Court investment statements retirement planning illiegal robocallers cell phones spring cleaning credit card company Brexit vote phone companies tax deadline IRS deadline California Lions Friends Independence Day Open House Medicare question emergency folder tax season Asset Planning retirement accounts estate banking driver license Flexible Spending Account padlock health care costs Legal robocalls Treasury Department Shred paperwork Part D premiums . jury duty increase pet supplies DNA test kits insurance policy contribution limit Open Enrollment Financial Planning Magazine disaster areas Auto insurance official certification 2017 TD Ameritrade National LINC Conference IRA accounts https ://seekingalpha Part B clone counterfeits Notary Public flash drive FSA relief efforts identity theft 70 1/2. memorial Day weekend Social Security Administration Wells Fargo customers web address estate planning vision screening home 900 number Victor Dergunov insurance policies FEMA website D premiums National Ice Cream month Wells Fargo employees gap insurance Erin Nelsen Amazon rescue organizations