APS Physically Closed, Virtually Open

March 20, 2020 On March 19, 2020, Pennsylvania’s Governor Tom Wolf mandated the closure of the physical location of all “non-life sustaining” businesses due to the spread of COVID-19.  APS’ advisory and client service staff have the ability to work remotely from home.  Therefore, other than the fact that our physical office is closed, our virtual office is fully operational … Read More

APS Adds 2 Veteran CFP® Professionals to the Wealth Planning Staff

Tuesday, February 16, 2021: APS is excited to announce the addition of two veteran CERTIFIED FINANCIAL PLANNER™ professionals to our Wealth Management staff. Scott Levin, JD, MBA, CFP®, ChFC®, CAP® and Tim Ferko, CFP®, ChFC® join APS’ staff of growing credentialed, in-house, and experienced wealth management professionals. This further supports our ongoing commitment to PARTNERS and ASSOCIATES clients to provide … Read More

Robert Moore Joins APS’ Client Service Team

Robert (“Bob”) Moore joined Asset Planning Services, Ltd. as a Client Services Administrator in January 2021. As a Client Services Administrator, Bob supports the Client Services team with data management, report creation, client service maintenance items, and problem resolution.  In this role, Bob will also assist with several major strategic initiatives for APS.  Prior to his role at APS, Bob … Read More

Emma Brumbaugh Joins APS

Emma Brumbaugh joined APS in September 2020 as an Administrative Assistant to the Operations Department and the Financial Planning Department.  Emma is a 2011 graduate of Juniata College, where she received a Bachelor of Science in Marketing. Prior to joining APS, Emma was an Executive Assistant to the Chairman & CEO of CCA Industries, in Penn Valley, Pennsylvania.  Emma began … Read More

Play Ball!

Welcome sports fans!!! This is a big week for Major League Baseball. With Opening Day(s) set for Thursday and Friday.  This is four months later than what was to be the earlier-than-ever Opening Day of March 26.  It will be a short season: just 60 games. The rosters will be short: some players are sitting out the season and others … Read More

Asset Planning Services Elects Two New Board Members

Harleysville, PA (June 2020) – Asset Planning Services (APS) is pleased to announce the election of Daniel Esquirell, Director of Financial Planning at APS, and Bethany Landis, Director of Client Service at APS, to the Board of Directors. “I am pleased to welcome Dan and Bethany as new Board members” said Richard Volpe, Founder and President of APS. “These individuals … Read More

Big Brother

June 8, 2020 In late 1948, George Orwell completed his literary classic 1984. The most unforgettable phrase from Orwell’s government-controlled surveillance society was “Big Brother Is Watching You”. Interestingly, there were 36 years from 1948 to 1984, as well as from 1984 to 2020. Numerology anyone? Now 72 years later, we have surrendered our privacy to omnipresent cameras supported by … Read More

Half Empty… Half Full

May 20, 2020 Viktor Frankl was an Austrian neurologist and psychiatrist as well as a World War II Holocaust survivor.  In the midst of the Nazi concentration camp atrocities that took the lives of his wife, parents and brother, he was able to maintain emotional balance by choosing his response… an exercise of a freedom that could not be taken … Read More

Beams of Sunlight

May 1, 2020 Born in the late 1800s in the Utah Territory, Hugh B. Brown became a respected Mormon attorney, educator, author and church leader during the 20th century.  He enjoyed a long and many-faceted life, ultimately rising to serve on the Quorum of the Twelve Apostles, one of the governing bodies in the church hierarchy.  Another Brown quote: “If … Read More

APS Reflects on States’ Rights

April 17, 2020 States’ Rights:  It’s been 233 years since delegates to the Constitutional Convention spent a warm summer in Philadephia debating the central issue of our new system of government: would the federal government or the states have more power.  Recent news from Washington, D.C. indicates that the debate still goes on, as indicated in this excerpt from Tuesday’s … Read More