Personal Financial Planning Tips Visalia CA

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.

Karen Ann Lindberg, CFP®
(559) 636-8590
400 E Main St Ste 100
Visalia, CA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: Not Applicable



Data Provided by:
Mr. Joseph M. Baroni, CFP®
(559) 733-7211
520 W Main St
Visalia, CA
Firm
Morgan Stanley
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Securities
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Ms. Janet Wasem Martinusen, CFP®
(559) 732-4955
1104 W Center Ave
Visalia, CA
Firm
Martinusen and Associates

Data Provided by:
Mr. Scott Thomas Heron, CFP®
(559) 733-8756
1718 W Walnut Ave
Visalia, CA
Firm
Ameriprise Financial Services
Areas of Specialization
Estate Planning, Retirement Planning, Small Business Planning, Tax Planning, Wealth Management

Data Provided by:
Mr. Reginald S. Findley, CFP®
(559) 591-4000
1192 E El Monte Way
Dinuba, CA
Firm
Reginald S. Findley CFP®

Data Provided by:
Mr. Jack M. Martinusen, CFP®
(559) 627-8787
1104 W Center Ave
Visalia, CA
Firm
Ameriprise Financial

Data Provided by:
Mr. Shawn M. Sebert, CFP®
(559) 635-9602
221 N. Encina St.
Visalia, CA
Firm
Ameriprise Financial

Data Provided by:
Mr. Ryan R Purkiss, CFP®
(559) 625-4005
4130 S Demaree St Ste A
Visalia, CA
Firm
LPL Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Garrett German, CFP®
(559) 592-3200
160 S. E Street
Exeter, CA
Firm
Valley Financial Group

Data Provided by:
Chase Bank
(559) 627-1252
5221 W Walnut Ave
Visalia, CA
Type
Freestanding
Office Hours
Mon:9:00-6:00
Tues:9:00-6:00
Wed:9:00-6:00
Thurs:9:00-6:00
Fri:9:00-6:00
Sat:9:00-4:00
Sun:closed

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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