Asset Planning, Inc Blog

The latest from the team.

5th Annual Gail Moreno Golf Tournament

October 11th, we will be hosting our 5th Annual Gail Moreno Golf Tournament.  All the proceeds of this tournament will benefit the Breast Cancer Angels.  We would like to thank everyone for their support by playing, sending in checks for sponsorship, and/or buying golf balls for the Golf Ball Draw.

If you would like to participate in our Golf Ball Draw, a $10 donation will buy you a chance to win $300 and help us raise funds for the Breast Cancer Angels.  You can make your donation via PayPal by visiting the link below or by sending us a check made out to Breast Cancer Angels.

www.gailmorenomemorial.com

 If you would like more information about the Breast Cancer Angels, their website is:

www.breastcancerangels.org

 

Continue reading
  2318 Hits

LA Times Money Makeover

Sandy was asked to be the advisor on this month's LA Times money makeover.
Click here to check it out.
 

Continue reading
  2538 Hits

Money Makeover

I had the pleasure of being asked to be the financial advisor for this month's Los Angeles Times Money Makeover.  Here is the link to the article:
http://www.latimes.com/business/la-fi-money-makeover-frey-vogel-20130818,0,2305366.story
 

Continue reading
  2452 Hits

Congratulations to Sandy and Carol!

Congratulations to Sandra C. Field and Carol Somoano for being the recipients of the 2013 Orange Coast Five Star Wealth Managers. This was published in the April issue of Orange Coast magazine.

They were among 2,293 award candidates considered in the Orange Coast area of which only 19% of the candidates received the award. The award candidates were identified and considered by one of three sources: firm nomination, peer nomination, or prequalification based on industry standing. Self-nominations are not accepted.

Our two award recipients satisfied a 10 objective eligibility evaluation criteria associated with quality service providing wealth manager split into two parts, eligibility criteria and evaluation criteria.

The required eligibility criteria are as follows:

Credentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney.
Actively employed as a credentialed professional in the financial services industry for a minimum of five years.
Favorable regulatory and complaint history review.
Fulfilled their firm review based on internal firm standards.
Accepting new clients.


Evaluation Criteria:

One-year client retention rate
Five-year client retention rate
Non-institutional discretionary and/or non-discretionary client assets administered
Number of client households served
Education and professional designations

Continue reading
  2079 Hits

Financial Planning Magazine Online

Discusses the impact of proposed regulation for the financial services profession in Financial Planning Magazine.Click Here to read the full article we are featured in. 

Continue reading
  2467 Hits

Financial Planning Magazine-April Issue

Follow this link, to read Sandy's feature in this month's Financial Planning Magazine. The print edition of the article Opportunistic Retirement Investing has pictures from the photo shoot the magazine did of Sandy at our office.
 

Continue reading
  2276 Hits

Top Wealth Manager

 Top_Wealth_ManagersAugust 2011- Asset Planning, Inc. is recognized in Advisor One's Top Wealth Manager report. The survey captures the largest and most successful independent wealth management firms – those that are owned and operated by advisors themselves. For 2010, Asset Planning Inc. experiences 20% growth in asset under management (AUM) compared to a12.8% return on the S&P and 18% average growth among peers. To view the rankings click here. 

Continue reading
  2238 Hits

LA Times money makeover

Our latest Money Makeover was featured in this Sunday's LA Times. Click on the link to read the full article. This makeover was quite a departure from our previous ones, as the recipient’s money problems lay in him taking wealth accumulation to the extreme.

Full Article 

Continue reading
  2318 Hits

Search Blogs Module

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