Savings Plan Modesto CA

If you’re like most people, you pay your bills every month in Modesto and if there’s anything left over, you put it into savings. The problem with paying yourself last is that there’s usually not a lot left over. So try this instead: Commit to saving a certain amount each month, and make that the first check you write. Better yet, arrange to have an amount automatically transferred from your checking account to a mutual fund each month.

Mr. Tony D. Trevino, CFP®
(209) 576-8000
1101 Sylvan Ave Ste B2
Modesto, CA
Firm
FSC Securities Corporation

Data Provided by:
Steven B. Pinedo, CFP®
(209) 579-9992
3340 Tully Rd Ste B5
Modesto, CA
Firm
Abdallah & Pinedo Financial

Data Provided by:
Jeffrey S Burrow, CFP®
(209) 579-5900
1101 Sylvan Ave
Modesto, CA
Firm
Valley Wealth, Inc.
Areas of Specialization
Asset Allocation, Estate Planning, Investment Planning, Retirement Income Management, Retirement Planning, Securities, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Thomas Lyle Bryant, CFP®
(209) 577-5704
121 Rue De Yoe
Modesto, CA
Firm
TICG
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Mark A Kleiderlein, CFP®
(209) 550-3720
1150 9th Street Suite 1400
Modesto, CA
Firm
Principal Financial Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Planning
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:
Ms. Terri Amerio-Bell, CFP®
(209) 572-1040
PO Box 5302
Modesto, CA
Areas of Specialization
Estate Planning, General Financial Planning, Small Business Planning, Tax Planning, Tax Preparation, Young Professionals
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Gregory A. Crosby, CFP®
(209) 576-8000
1101 Sylvan Ave
Modesto, CA
Firm
Crosby, Trevino & Associates, Inc.

Data Provided by:
Mr. Timothy R. Abbs, CFP®
(209) 574-1005
1301 L st. #3
Modesto, CA
Firm
Ameriprise Financial

Data Provided by:
Mr. Ken Matthys, CFP®
(209) 576-2113
1020 tenth St 2nd floor
Modesto, CA
Firm
Morgan Stanley

Data Provided by:
Mr. Christopher D. Battreall, CFP®
(209) 530-1515
909 15th St Ste 1
Modesto, CA
Firm
United Capital Financial Advisors
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Healthcare Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided by:
Data Provided by:

Savings Plan

If you’re like most people, you pay your bills every month and if there’s anything left over, you put it into savings. The problem with paying yourself last is that there’s usually not a lot left over. So try this instead: Commit to saving a certain amount each month, and make that the first check you write. Better yet, arrange to have an amount automatically transferred from your checking account to a mutual fund each month. If you have a dire emergency you can always take the money out of the mutual fund. But if you make saving really easy and spending somewhat difficult, you’ll be more likely to stick to your savings plan every month.

Then, when the money starts building up, you’ll be so proud of your nest egg that you’ll actually prefer saving to spending. You’ll get more pleasure out of seeing your savings balance grow than you would from having the latest gadget that does little more than separate you from your money. Eventually, you’ll turn the corner from being a spender to a saver—no easy feat in our consumer-oriented culture.

Start by estimating how much you can reasonably save each month. Even if it’s only $25 or $50, you’ll be making progress. The whole idea is to start the transition from a spending mentality to a saving mentality.

Although we are experiencing some very volatile investing times, you will be making investments at a lower cost than a year ago, and will hopefully have some good gains as the market returns.

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