Hoxton Planning & Management, LLC

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Comprehensive Financial Planning in Shepherdstown, WV | Hoxton PM Skip to content Let's Talk Let's Talk We can help you reach your financial life goals. We offer financial strategies tailored to your specific needs and wishes, backed by decades of experience: planning, tax and investment expertise you can trust. Client Experience Listen in on conversations with Certified Financial Planner® professionals, Archie and Rob Hoxton, as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you. Listen Now Subscribe Who We Serve At Hoxton Planning Management, we focus on the needs of serious savers who are nearing the end of their career or have already retired. Our clients are generally busy delegators who are comfortable accepting advice. Our clients are primarily located in the DMV area such as Hagerstown, Charles Town, Winchester, and Martinsburg, but we serve clients throughout the US! Financial Planning: The Hoxton Way Present Financial Position Organize your assets, liabilities, income, and expenses to make progress toward achieving your financial goals. Tax Management Consider ways to reduce or eliminate some of the drag that taxes create on your financial plan. What could you do differently to streamline your planning? Risk Management Assess the risks that might threaten your financial progress if the unexpected wer

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