Financial Planners Front Royal VA

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Blaine Dunn
Dunn Financial Advisors, LLC
(540) 665-8006
115 Bedford Drive
Winchester, VA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Advising Medical Professionals, Tax Planning, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MA

Julia Connell
Hoxton Financial, Inc.
(540) 450-1500
35 North Braddock Street
Winchester, VA
Expertises
High Net Worth Client Needs, Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Roy T. Ruble, CFP®
(571) 426-5721
115 Alpine Drive
Front Royal, VA

Data Provided By:
Susan Wahlman Kagey, CFP®
(540) 667-8626
100 Creekside Lane
Winchester, VA
Firm
Ameriprise Financial Services Inc
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Blaine P. Dunn, CFP®
(540) 665-8006
115 Bedford Drive
Winchester, VA
Firm
Dunn Financial Advisors
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Data Provided By:
Christine Mistr
Dominion Financial Consultants, LLC
(540) 535-0505
45 East Boscawen Street, 3rd Floor
Winchester, VA
Expertises
Tax Planning, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Hourly Financial Planning Services, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, JD

Archibald Hoxton
Hoxton Financial, Inc.
(540) 450-1500
35 North Braddock Street
Winchester, VA
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. Gerald Bauer, CFP®
(540) 868-1655
121 Barkwood Drive
Stephens City, VA
Firm
Lighthouse Legacy Planning, LLC.
Areas of Specialization
Budget Development, General Financial Planning, Insurance Planning, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Samuel L. Mcclure, CFP®
(540) 869-3156
233 Brookneil Dr.
Winchester, VA
Firm
Capitol Securities Management
Areas of Specialization
Government and Military, Investment Management, Retirement Planning, Securities, Small Business Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Jeremy D. Nichols, CFP®
(540) 662-5233
24 W Piccadilly St
Winchester, VA
Firm
Winchester Wealth Management

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina