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.

Come join us as Bob Bernardo discusses the ins and outs of Medicare! Bring a friend looking for information as well. All...
06/02/2026

Come join us as Bob Bernardo discusses the ins and outs of Medicare! Bring a friend looking for information as well. All are welcome!

Asset Planning team is sending best wishes to those affected by the Garden Grove Fas Leak. Friendly reminder that emerge...
05/29/2026

Asset Planning team is sending best wishes to those affected by the Garden Grove Fas Leak.

Friendly reminder that emergency preparedness starts before an emergency happens.

Keep important documents accessible, review your insurance coverage regularly, and have a simple emergency plan in place for your family. Small steps today can make a big difference during unexpected situations.

Stay prepared. Stay safe. 💙

Today, we honor the brave souls who gave everything for our freedom.In observance of the holiday, our office is closed. ...
05/25/2026

Today, we honor the brave souls who gave everything for our freedom.

In observance of the holiday, our office is closed. We will resume normal business hours tomorrow.

Happy Mother's Day! ❣️💖
05/10/2026

Happy Mother's Day! ❣️💖

Ever see terms like P/E, PEG, ROE, or Debt-to-Equity and wonder what they actually mean? 📊These common financial ratios ...
04/27/2026

Ever see terms like P/E, PEG, ROE, or Debt-to-Equity and wonder what they actually mean? 📊

These common financial ratios are simply tools used to measure things like a company’s value, growth, profitability, and debt levels. This is helpful knowledge when reading market headlines, company news, or financial articles.

The deadline to file your taxes is April 15th—and it’s approaching quickly.✔️ File your return on time✔️ Submit any taxe...
03/27/2026

The deadline to file your taxes is April 15th—and it’s approaching quickly.
✔️ File your return on time
✔️ Submit any taxes owed
✔️ Avoid unnecessary penalties and interest

How often should you review your finances?The answer isn’t “once a year”—and it doesn’t have to be overwhelming either.A...
03/23/2026

How often should you review your finances?
The answer isn’t “once a year”—and it doesn’t have to be overwhelming either.

A simple rhythm can help you stay on track:
✔️ Monthly: Track spending & cash flow
✔️ Quarterly: Review investments & rebalance if needed
✔️ Annually: Evaluate your full financial plan, goals, and tax strategy
✔️ Life events: Adjust immediately after major changes (job, marriage, home, etc.)
Consistency > perfection.
Small, regular check-ins can make a big difference in long-term outcomes.

In observance of Presidents Day, our office will be closed on Monday.We will reopen the following business day and look ...
02/16/2026

In observance of Presidents Day, our office will be closed on Monday.
We will reopen the following business day and look forward to assisting you then.
Thank you for your continued trust, and we wish you a safe and restful holiday.

This Valentine’s Day, treat your future self with the love it deserves! ❤️💰
02/14/2026

This Valentine’s Day, treat your future self with the love it deserves! ❤️💰

“‘Life’s most persistent and urgent question is, What are you doing for others?’ — Dr. Martin Luther King Jr.
01/19/2026

“‘Life’s most persistent and urgent question is, What are you doing for others?’ — Dr. Martin Luther King Jr.

Address

10833 Valley View Street, Ste 470
Cypress, CA
90630

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17148275794

Website

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