Asset Planning, Inc.

Asset Planning, Inc. Financial Planning & Asset Management Asset Planning, Inc. provides financial planning and asset management services to individuals, businesses and trusts.

We are a fee-only fiduciary advisory firm and a member of NAPFA.

Retirement planning gets more real when you picture an ordinary Tuesday. ☕🛒What would your future income need to cover o...
10/02/2026

Retirement planning gets more real when you picture an ordinary Tuesday. ☕🛒

What would your future income need to cover on a typical day? Try tracking a month of everyday spending—from groceries and bills to the little things you enjoy. You may spot expenses you hadn’t thought to include in your retirement plan.

Medicare Open Enrollment begins October 15, but scam calls may already be underway. 📞If someone calls offering a new Med...
09/29/2026

Medicare Open Enrollment begins October 15, but scam calls may already be underway. 📞

If someone calls offering a new Medicare card, updated benefits, or a gift card and asks for your Medicare number, hang up. Call the number on the back of your card to check for yourself.

Share this reminder with someone you care about. 💙

September is National Preparedness Month. Take time to organize a secure emergency folder with key identification, insur...
09/16/2026

September is National Preparedness Month. Take time to organize a secure emergency folder with key identification, insurance policies, financial contacts, estate documents, medications, and emergency contacts. A little preparation today can make an unexpected situation easier to manage.

Happy Labor Day! 🇺🇸Today, we recognize the dedication and contributions of workers who help strengthen our communities a...
09/07/2026

Happy Labor Day! 🇺🇸

Today, we recognize the dedication and contributions of workers who help strengthen our communities and economy. We hope you enjoy this opportunity to relax, recharge, and spend time with family and friends.

In observance of the holiday, our office will be closed on Monday, September 7. We will resume normal business hours on Tuesday, September 8.

Wishing you and your loved ones a safe and enjoyable Labor Day weekend!

📚 Back to school means back to smart money habits!Teaching kids about saving, spending wisely, and setting goals can bui...
08/05/2026

📚 Back to school means back to smart money habits!

Teaching kids about saving, spending wisely, and setting goals can build confidence that lasts a lifetime. Small lessons today can lead to a brighter financial future tomorrow.

🚨Are you prepared for the unexpected?An emergency planner should include important financial documents, insurance inform...
07/29/2026

🚨Are you prepared for the unexpected?
An emergency planner should include important financial documents, insurance information, emergency contacts, and account details—all in one secure place.

A little preparation today can bring peace of mind tomorrow.

🇺🇸 Happy Independence Day! 🇺🇸As we celebrate the Fourth of July, we honor the freedoms, opportunities, and values that m...
07/04/2026

🇺🇸 Happy Independence Day! 🇺🇸

As we celebrate the Fourth of July, we honor the freedoms, opportunities, and values that make our nation strong.

Whether you're gathering with family, enjoying time with friends, or watching fireworks light up the sky, we wish you a safe, joyful, and memorable holiday.

From all of us at Asset Planning, Happy 4th of July! In observance of the holiday, our office will be closed on Friday, July 3rd. We resume normal business hours on Monday, July 6th.

❤️🤍💙

We are proud to celebrate Sandra Field, CFP®, MBA, on being recognized by InvestmentNews as one of the Top Female Financ...
06/26/2026

We are proud to celebrate Sandra Field, CFP®, MBA, on being recognized by InvestmentNews as one of the Top Female Financial Advisors in the U.S. $100 Million Club 🏆

This prestigious honor recognizes outstanding women in wealth management who have demonstrated excellence in client service, leadership, and helping individuals and families achieve their financial goals.

Sandra's dedication, expertise, and commitment to her clients have made a lasting impact, and we are thrilled to see her accomplishments recognized on a national level.

Please join us in congratulating Sandra on this well-deserved achievement!


Happy Father's Day to all the dads, stepdads, grandpas, papas, and everyone else who has stepped up to be a positive rol...
06/21/2026

Happy Father's Day to all the dads, stepdads, grandpas, papas, and everyone else who has stepped up to be a positive role model in a child's life. Your guidance, support, and love help shape future generations, and we appreciate all that you do. Wishing you a wonderful Father's Day!

— Asset Planning 💙

Honoring Juneteenth Today we recognize Juneteenth — a day that commemorates freedom, resilience, and progress.In honor o...
06/19/2026

Honoring Juneteenth

Today we recognize Juneteenth — a day that commemorates freedom, resilience, and progress.

In honor of the holiday, our office will be closed on Friday, June 19th. We will resume normal business hours on Monday, June 22nd.

🥰 The Team at Asset Planning Inc.

Address

4281 Katella Avenue, Ste 203
Los Alamitos, CA
90720

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 12:30pm

Telephone

+17148275794

Website

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