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Investment Management Firms Butte MT

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. Bradley B Cederberg, CFP®
(406) 782-8321
49 N Main St
Butte, MT
Firm
D.A. Davidson & Co.

Data Provided by:
US Bank - Butte Office
(406) 496-4000
10 S Main St
Butte, MT
Drive Up Hours
Mon 08:00 am to 05:00 pm
Tue 08:00 am to 05:00 pm
Wed 08:00 am to 05:00 pm
Thur 08:00 am to 05:00 pm
Fri 08:00 am to 05:00 pm

Wells Fargo - Butte South
(406) 533-7030
3650 Harrison Ave
Butte, MT
Type
Branch
Office Hours
Mon-Fri 07:30 AM-05:30 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Mr. Douglas C. Wolfe, CFP®
(406) 538-6816
505 W Main St Ste 402
Lewistown, MT
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Mr. Martin L. Klotovich, CFP®
(406) 587-7077
682 S Ferguson #5
Bozeman, MT
Firm
Marty Klotovich, CFP
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Bruce S Graving, CFP®
(406) 723-8686
65 E Broadway St
Butte, MT
Firm
Thrivent Financial for Luthera
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Retirement Planning

Data Provided by:
Wells Fargo - Butte Uptown
(406) 533-7042
202 N Main St
Butte, MT
Type
Branch
Office Hours
Mon-Fri 07:30 AM-05:00 PM
Sat-Sun Closed

Robert Frey
Professional Financial Management, Inc.
(406) 587-1604
945 Technology Blvd., Suite 102
Bozeman, MT
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU

Mr. Dudley H. Shy, CFP®
(406) 655-9228
303 N 28th St
Billings, MT
Firm
Ameriprise Financial Services

Data Provided by:
Mr. Michael R. Devous, CFP®
(406) 245-5136
PO Box 20435
Billings, MT
Firm
Anderson ZurMuehlen & Co

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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