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
  1966 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
  1878 Hits

Search Blogs Module

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