Asset Planning, Inc Blog

The latest from the team.

Happy Holidays

Happy Holidays

Our offices will be closed on Monday, December 26th. We will resume normal business hours on Tuesday, December 27th.

Continue reading
  1529 Hits

Staff Update

Last month Melani began working on coursework to become a Registered Paraplanner. She is scheduled to finish the program in early 2017 and will enable her to be more involved in assisting the CERTIFIED FINANCIAL PLANNERS™ in constructing plans for our clients. We are excited for her to earn this certification as it will help better assist our client needs.

Continue reading
  1626 Hits

Congratulations Samantha

We are elated to announce that Samantha has passed her CERTIFIED FINANCIAL PLANNER™ exam! We would like to congratulate her on this huge accomplishment as well as acknowledge all of the hard work she has put into studying for this exam and just know that she is going to do well. Once she receives her official certification we will have 4 CERTIFIED FINANCIAL PLANNERS™ in the office to help with your financial planning needs.

Continue reading
  1717 Hits

Asset Planning, Inc. Reserved Parking

Asset Planning, Inc. now has reserved parking spots for our clients. They are located near the building's back entrance and have "Reserved for API/H+B" painted on them.

Please feel free to use them next time you come see us!

 

Reserved Parking with Label

Continue reading
  1786 Hits

Advisors in Transition Speaking Engagement

Sandys headshot for websites

Sandy was invited to speak at The Advisors in Transition meeting on September 14, 2016 at the offices of Brown and Streza in Irvine, California. She was asked to tell the story of how her career started and how she has transitioned through different phases to become the successful financial advisor she is today. This speaking engagement allowed Sandy to share her best practices, help, mentor and inspire other members to grow to new heights.

Continue reading
  1649 Hits

6th Annual Gail Moreno Golf Tournament

On October 10th, we will be hosting our 6th Annual Gail Moreno Golf Tournament. All the proceeds of this tournament will benefit the Breast Cancer Angels.

We will be playing golf at Little Rec Golf Course in Long Beach with a shotgun start at 1pm and celebration, raffle, and food to follow. Asset Planning will pay for clients and 1 guest. All additional players are $60 per person.

We also have a Golf Ball Draw. Participants pay a $10 donation for the chance to win $300.

If you would like to play golf or participate in our Golf Ball Draw please contact Samantha at sjg@assetplanninginc.com. 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
  2206 Hits

LA Times Money Makeover

Carol was asked to be the Financial Planner for the latest LA Times Money Makeover. 

Click here to see the article or copy and paste the link below.

http://www.latimes.com/business/la-fi-money-makeover-ramsey-garcia-20150814-story.html

Continue reading
  2208 Hits

Asset Planning, Inc makes top RIA 2015 Ranking

Asset Planning, Inc. makes Financial Advisor Magazine's top RIA, Registered Investment Advisor, 2015 ranking.

Click here for the link.

Continue reading
  1986 Hits

Send Us Your Empty Medicine Bottles

Please join Asset Planning in supporting Malawi Project Inc.  We are collecting empty medicine bottles for "Medicine Bottles for Malawi."  The purpose of this is to supply the pharmacies and hospitals in Malawi with containers for dispensing medicine to their patients.  Currently pharmacies and hospitals don't have anything to wrap medicine in except for torn pieces of paper, which means unclean medicine for patients. 

If you would like to donate your old medicine bottles, please send them to Asset Planning by mail or drop them by our office.  We will forward them on to Malawi Project.

Please remove the labels before donating.

Continue reading
  2028 Hits

Update

We successfully raised $15,000 with our Annual Gail Moreno Golf Tournament with the proceeds being donated to Breast Cancer Angels!  Thank you to all of our sponsors and everyone who participated in the tournament!  


In late January, Sandy flew to Florida to attend the ETF Conference and Carol attended the annual TD Ameritrade Conference in San Diego.  These conferences help us to stay on top of the latest trends and connect with other advisors and professionals.


One more piece of news: Asset Planning will not send out money with an email request.  Please call the office to request funds.  If you do send an email, our office will call you to confirm the request.  This is due to hackers sending email requests for funds using client information.  Phone verification allows us to protect you and your funds. 

Continue reading
  2130 Hits

Search Blogs Module

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