Personal Financial Planning Tips Salisbury 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.

Matthew Robins, CFP®
201 East Main Street
Salisbury, MD
Firm
Morgan Stanley Smith Barney

Data Provided by:
Mr. William Stanley Robins, CFP®
(410) 341-7911
201 E Main St
Salisbury, MD
Firm
Morgan Stanley

Data Provided by:
Mrs. Kimberly S. Magaha, CFP®
(410) 341-0026
1405 Wesley Drive
Salisbury, MD
Firm
Strategic Wealth Management Gr

Data Provided by:
Mr. Michael Patrick Truitt, CFP®
(410) 860-2795
224 E Main St
Salisbury, MD
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Charitable Giving, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Dennis Hopson, CFP®
(410) 742-3264
1411 Wesley Dr
Salisbury, MD
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Healthcare Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Kevin J. Crooks, CFP®
(410) 548-7249
155 E Carroll St
Salisbury, MD
Firm
M&T Bank

Data Provided by:
Mr. Robert G. Anderson, CFP®
(410) 912-4286
543 Riverside Dr Ste B
Salisbury, MD
Firm
LPL Financial Services
Areas of Specialization
Investment Management, Retirement Planning, Wealth Management

Data Provided by:
Mr. Lester M. Presley, CFP®
(410) 742-8616
224 East Main St.
Salisbury, MD
Firm
MetLife
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Insurance Planning, Investment Management, Tax Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Gary P. Desjardins, CFP®
(410) 341-0026
1405 Wesley Dr
Salisbury, MD
Firm
Strategic Wealth Management Gr

Data Provided by:
Mr. Mark E Engberg, CFP®
(410) 546-0911
318 East Main Street
Salisbury, MD
Firm
CFS / Comprehensive Financial Solutions
Areas of Specialization
General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
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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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