Investment Management Firms Boulder City NV

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.

Christopher Jones
Sparrow Wealth Management
(877) 330-9191
870 Seven Hills Drive
Henderson, NV
Expertises
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Advising Entrepreneurs, Professional Athletes or Entertainers, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. John Daniel Higley, CFP®
(702) 293-2323
1234 Wyoming St
Boulder City, NV
Firm
J D Higley Co

Data Provided by:
Mr. James A. Foster Iii, CFP®
1452 W Horizon Ridge Pkwy # 258
Henderson, NV
Firm
none

Data Provided by:
Mr. Richard Wesley Mcglaughlin, CFP®
(702) 873-7083
4600 E Sunset Rd
Henderson, NV
Firm
Integrated Financial Services
Areas of Specialization
Employee and Employer Plan Benefits

Data Provided by:
Mr. Carlo F. Mendoza, CFP®
(702) 547-2920
450 N Stephanie St # 600
Henderson, NV
Firm
Merrill Lynch Bank & Trust Co., Fsb
Areas of Specialization
Asset Allocation, Banking, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Income Management
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:
Greg Phelps
REDROCK WEALTH MANAGEMENT, LLC
(702) 987-1607
9480 S. Eastern Ave.
Las Vegas, NV
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, High Net Worth Client Needs, Financial Psychology/Coaching, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®, CLU

Mr. Buell J. Mortweet, CFP®
(702) 294-0419
530 Avenue G
Boulder City, NV
Firm
Members Financial Services

Data Provided by:
Mrs. Denise J. Wilcox, CFP®
(702) 939-4920
1489 W Warm Springs Rd Ste 110
Henderson, NV
Firm
Wilcox Advisors, Inc.
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. David B. Shoaff, CFP®
(702) 547-4208
400 N Stephanie St Ste 140
Henderson, NV
Firm
Merrill Lynch
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Joe O. Luby Iii, CFP®
(702) 451-1158
1055 Whitney Ranch Dr Ste 110
Henderson, NV
Firm
Financial Solutions Inc
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Planning, Real Estate, Tax Planning

Data Provided by:
Data Provided by:

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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