Investment Management Firms Carson 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.

Owen Hill
North Lake Tahoe Financial Services, LLC
(775) 831-8511
889 Alder Avenue, Suite 101
Incline Village, NV
Expertises
College/Education Planning, Advising Employee Benefit Plan Participants, Middle Income Client Needs, Real Estate Investments, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, ATP, CFP®, EA

Vicki Schultz
Schultz Financial Group, Inc.
(775) 850-5620
10765 Double R Blvd., Suite 200
Reno, NV
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Ongoing Investment Management, Alternative or Private Investments, Real Estate Investments
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Mr. Warren J. Dankert, CFP®
(775) 741-5302
3668 green acres dr
carson city, NV
Firm
SELF EMPLOYED
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning

Data Provided by:
Mr. William J. Willson, CFP®
(775) 886-1343
451 Eagle Station Lane
Carson City, NV
Firm
Greater Nevada Financial Services
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. David James Brady, CFP®
(775) 782-3950
1625 State Route 88 Ste 202
Minden, NV
Firm
Brady & Associates
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
William Kirby
Kirby Group, Inc.
(775) 853-4159
13375 West Saddlebow Drive
Reno, NV
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Mr. Michael D. Bayliss, CFP®
(775) 883-9555
1830 College Parkway
Carson City, NV
Firm
Wealth Strategies by Bayliss &

Data Provided by:
Ms. Jamie D Mccreary, CFP®
(775) 883-9555
1830 College Parkway
Carson City, NV
Firm
Wealth Strategies by Bayliss & McAninch Inc.
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Not Applicable

Data Provided by:
Ms. Sandra (Samantha) L. Heers, CFP®
(775) 884-0188
709 E. Telegraph
Carson City, NV
Firm
Ameriprise Financial

Data Provided by:
Mr. Robert D. Blackman, CFP®
(775) 782-3795
PO Box 457
Minden, NV
Firm
Independent Planning Group Ltd
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial 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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