Personal Financial Planning Tips Hagerstown 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.

Archibald Hoxton
Hoxton Financial, Inc.
(301) 244-0320
19756 Longmeadow Road
Hagerstown, MD
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®

Mr. Jeffrey A. Bowers, CFP®
(301) 791-7910
1380 Dual Hwy
Hagerstown, MD
Firm
Bowers Insurance
Areas of Specialization
Business Succession Planning, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Douglas K. Nigh, CFP®
(301) 739-1500
1110 Opal Court
Hagerstown, MD
Firm
Serafini Financial Services
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Retirement Planning, Wealth Management

Data Provided by:
Mr. John M. Zinaich, CFP®
(240) 285-1911
44 N Potomac St Ste 203
Hagerstown, MD
Firm
Zinaich Capital and Risk Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mrs. Lesa Feuillet Haas, CFP®
(301) 733-5505
1260 Maryland Ave
Hagerstown, MD
Firm
Walnut Street Securities, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Planning, Long-Term Care

Data Provided by:
Archibald Hoxton
Hoxton Financial, Inc.
(304) 876-2619
8530 Shepherdstown Pike
Shepherdstown, WV
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®

Mr. Johannes Allender, CFP®
(240) 221-0887
44 N Potomac St Ste 203
Hagerstown, MD
Firm
Zinaich Capital & Risk Management

Data Provided by:
Mr. Andrew Alan Serafini, CFP®
(301) 739-1500
1110 Opal Ct
Hagerstown, MD
Firm
Serafini Financial Services
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. C. Allen Weller, CFP®
(301) 739-2373
6 W Washington St
Hagerstown, MD

Data Provided by:
Mr. Sidney Ames Huguenin Iv, CFP®
(301) 696-8260
18847 Preston Rd
Hagerstown, MD
Firm
Morgan Stanley Capital Group Inc.
Areas of Specialization
Business Succession Planning, Charitable Giving, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

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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