Asset Planning Inc.
Asset Planning, Inc (API) is a Fee-Only firm and registered investment advisor with the SEC, proud to be serving the Orange County and Los Angeles area. API has over 317 million dollars under careful management. Using a successful team approach, API helps with investment and tax needs, combining the expertise of Certified Financial Planners and CPAs. Providing online services too.
The three Certified Financial Planners are experts in the various fields of: trusts, estates, investing, divorce, retirement, and budget planning. API helps their clients with small and large financial decisions such as:
- Helping send children to college
- Leaving a legacy
- Purchasing your new home
- Increasing the value of your investment portfolio
- Budgeting for life events
API takes pride in their client relationships by hosting several events such as an annual ice cream social and sponsoring community events such as sponsoring the SoCal Golden Retriever Buddies in the Annual Belmont Shore Christmas Parade. API likes to give back to the community through the COVID Relief Fund and Feed America, for example.
Visit Asset Planning Inc’s Website at https://www.AssetPlanningInc.com/ or them at 714-827-5794 with any questions or to request a complimentary phone consultation. Follow us @AssetPlanning on Instagram, Facebook, and LinkedIn.