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Investment Management Firms Boaz 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.

Larry West
Longview Financial Advisors, Inc.
(256) 547-7237
110 Bay Street
Gadsden, AL
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Tax Planning, Alternative or Private Investments, Real Estate Investments, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, EA, MBA

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®

Mr. John A. Chastain, CFP®
(256) 878-1720
PO Box 1367
Albertville, AL
Firm
Ameriprise Financial

Data Provided by:
Mr. Kerry M. Chatham, CFP®
(888) 294-0894
429 Gunter Ave Ste A
Guntersville, AL
Firm
Team Wealth Solutions
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Employee and Employer Plan Benefits

Data Provided by:
Mr. Gary D. Barr, CFP®
503 Blount Ave
Guntersville, AL
Firm
Edward Jones Investments

Data Provided by:
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

Jessica Hovis
Longview Financial Advisors, Inc.
(256) 547-7237
110 Bay Street
Gadsden, AL
Expertises
Retirement Planning & Distribution Rules, Insurance Related Issues, including Annuities, College/Education Planning, Cash Flow/Budgets/Credit Issues, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CLU

David Mcewen Bridges, CFP®
(256) 571-5009
2208 Ringold St Ste 101
Guntersville, AL
Firm
LPL FINANCIAL
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management, Small Business Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided by:
Mr. Michael E Lewis, CFP®
(256) 571-9061
429 A Gunter Avenue
Guntersville, AL
Firm
Raymond James Financial Services
Areas of Specialization
Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Christopher Alan Reynolds, CFP®
(256) 543-4205
401 Broad Street
Gadsden, AL
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Comprehensive Financial Planning, Retirement Planning, Securities
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided by:
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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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