Investment Management Firms Alexander City AL

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Mr. Fors D Willis, CFP®
(256) 329-7583
200 Aliant Pkwy
Alexander City, AL
Firm
Sterne, Agee & Leach

Data Provided by:
Wells Fargo - Marketplace
(256) 392-1000
4316 Hwy 280
Alexander City, AL
Type
Branch
Office Hours
Mon-Fri 08:30 AM-05:00 PM
Sat 09:00 AM-12:00 PM
Sun Closed

Velda Eugenias
Eugenias Advisory Group, LLC
(256) 655-7333
126 Waterchase Drive
Huntsville, AL
Expertises
Women's Financial Planning Issues, Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

John Lovejoy
Mainsail Asset Managment L.L.C.
(256) 575-0110
304 South Market Street, Suite 230
Scottsboro, AL
Expertises
Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Middle Income Client Needs, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, CLU

Jeffrey Cedarholm
Longview Financial Advisors, Inc.
(256) 547-7237
110 Bay Street
Gadsden, AL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, ChFc, CLU

Wells Fargo - Downtown
(256) 215-5108
15 Jefferson St
Alexander City, AL
Type
Branch
Office Hours
Mon-Fri 08:30 AM-05:00 PM
Sat-Sun Closed

Velda Eugenias
Eugenias Advisory Group, LLC
(256) 546-3243
508 South Fifth Street
Gadsden, AL
Expertises
Women's Financial Planning Issues, Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Scott McLeod
Brown McLeod, Inc.
(251) 928-9498
508 Fairhope Avenue
Fairhope, AL
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations, High Net Worth Client Needs, Special Needs Planning, Alternative or Private Investments, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®

B. Alan Gaylor
Alder Financial Group
(205) 988-5881
924 Riverchase Pkwy West
Birmingham, AL
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Gary Clark
Clark Planning & Investment Advisory
(205) 981-1120
1900 Providence Park, Suite 200
Birmingham, AL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Retirement Plan Investment Advice, Planning Issues for Business Owners, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, ChFc, CPA/PFS

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Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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