Personal Financial Planning Tips Atlantic Beach FL
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.
Stephen Faries
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL
Stephen Faries
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL 32216
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, JD, MBA
Data Provided by:
Chris Daunhauer
TrustWell Financial Advisors
(904) 996-7800
8825 Perimeter Park Blvd., Suite 304
Jacksonville, FL
Chris Daunhauer
TrustWell Financial Advisors
(904) 996-7800
8825 Perimeter Park Blvd., Suite 304
Jacksonville, FL 32216
Expertises
Cash Flow/Budgets/Credit Issues, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, M.Ed., MBA
Data Provided by:
Carolyn McClanahan
Life Planning Partners, Inc.
(904) 448-5158
6550 St. Augustine Road, Suite 302
Jacksonville, FL
Carolyn McClanahan
Life Planning Partners, Inc.
(904) 448-5158
6550 St. Augustine Road, Suite 302
Jacksonville, FL 32217
Expertises
Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MD
Data Provided by:
Mr. Adam Wolf, CFP®
(904)738-5828
2244 Beachcomber Trl
Atlantic Beach, FL
Mr. Adam Wolf, CFP®
(904)738-5828
2244 Beachcomber Trl
Atlantic Beach, FL 32233
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. William Hart, CFP®
(904)641-7848
11402 Woodsong Loop N
Jacksonville, FL
Mr. William Hart, CFP®
(904)641-7848
11402 Woodsong Loop N
Jacksonville, FL 32225
Firm
Retirement Strategies Inc
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Jane Marchand
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL
Jane Marchand
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL 32216
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, BA
Data Provided by:
Timothy Utecht
Life Planning Partners, Inc.
(904) 448-5158
6550 St. Augustine Road, Suite 302
Jacksonville, FL
Timothy Utecht
Life Planning Partners, Inc.
(904) 448-5158
6550 St. Augustine Road, Suite 302
Jacksonville, FL 32217
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFA
Data Provided by:
Mrs. Pamela Gerrish-Nelson, CFP®
(904)234-5247
631 Main St
Atlantic Beach, FL
Mrs. Pamela Gerrish-Nelson, CFP®
(904)234-5247
631 Main St
Atlantic Beach, FL 32233
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Robert Liggero, CFP®
(904)372-0067
389 12th St
Atlantic Beach, FL
Mr. Robert Liggero, CFP®
(904)372-0067
389 12th St
Atlantic Beach, FL 32233
Firm
Financial Prescriptions
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. John Mayfield III, CFP®
904-632-2836
1316 Marsh Harbor Drive
Jacksonville, FL
Mr. John Mayfield III, CFP®
904-632-2836
1316 Marsh Harbor Drive
Jacksonville, FL 32225
Firm
SunTrust Investment Services, Inc.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
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.
Click here to read the rest of the article at SuccessMagazine.com