Personal Financial Planning Tips Frederick MD

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Mr. Chris M. Moran, CFP®
(240) 855-0007
3535 Urbana Pike
Frederick, MD
Firm
PRIME Wealth Management/ Commonwealth Financial Network

Data Provided by:
Mrs. Josephine E. Hoffman, CFP®
(301) 698-4732
30 W Patrick St 4th Floor
Frederick, MD
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Life Transitions
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Yu Zhang, CFP®
(301) 631-7109
30 W Patrick St Fl 7
Frederick, MD
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Timothy Jackson Custer, CFP®
(301) 694-8219
14 W. Patrick St
Frederick, MD
Firm
First Command Financial Servic
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Government and Military
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Government Employees

Data Provided by:
Mr. Daniel Schiffman, CFP®
50 Citizens Way Ste 303
Frederick, MD
Firm
Northwestern Mutual

Data Provided by:
Mr. Carl David Petrucci, CFP®
(301) 696-8242
6009 Sweetwater Ct
Frederick, MD
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning

Data Provided by:
Shabri G. Moore, CFP®
(301) 631-1207
50 Carroll Creek Way
Frederick, MD
Firm
Moore Wealth Inc
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Sean Mccomber, CFP®
(240) 215-4709
6 W 2nd St
Frederick, MD
Firm
Key Financial Group
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Scott A Mccaskill, CFP®
(301) 668-7366
220 West Patrick Street
Frederick, MD
Firm
McCaskill Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Jason A. Jennings, CFP®
(240) 215-4709
6 W 2nd St
Frederick, MD
Firm
Key Financial Group, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Data Provided by:

Personal Financial Planning Tips

As you pursue your business objectives, it’s important to set and maintain personal financial goals—to make your money work for you as hard as you work for it! The reason most people don’t save enough or invest enough is that they have no idea what’s coming in—and how it’s fl owing out. Cash slips through their fingers. Multiple credit card statements make it tough to track spending. And somehow the money is gone!

Just as technology gives you an edge in your business life, it can save time and build wealth when it comes to managing your personal finances. Whether it's the mundane chores of tracking your daily spending or the more complicated tasks of tracking your investments and guiding your financial planning, tech tools not only save time but also help your money grow.

Here are some of my favorite technology tools that offer help with tasks ranging from daily money management to financial planning and investing.

Daily Basics

Pay bills online. Go to your bank’s Web site to sign up, if you aren't paying bills online already. It's easy, usually free and much safer than paper checks. You can make all sorts of payments—whether a credit card bill or your mortgage or the money you owe a friend. Most payments are made by electronic transfer, but the bank’s computer will print and mail a paper check if the recipient is not a business.

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