Investment Management Firms Clinton IA

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. Patrick H. Pollard, CFP®
(563) 242-7574
301 N 2nd St
Clinton, IA
Firm
National Planning Corporation
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Garry E. Medema, CFP®
(815) 589-2502
111 11th St
Fulton, IL
Firm
Genworth Financial
Areas of Specialization
General Financial Planning

Data Provided by:
Mr. Gaylon E. Heetland, CFP®
(563) 659-2991
908 6th Ave
De Witt, IA
Firm
Thrivent Financial

Data Provided by:
US Bank - Clinton Lyons Office
(563) 244-8320
2300 N 3rd St
Clinton, IA
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 05:00 pm
Sat 09:00 am to 12:00 pm

Wells Fargo - Morrison
(815) 772-7611
100 W Lincoln Way
Morrison, IL
Type
Branch
Office Hours
Mon-Thu 08:00 AM-05:00 PM
Fri 08:00 AM-05:30 PM
Sat 08:00 AM-12:00 PM
Sun Closed

Mr. David M. Nelson, CFP®
(563) 242-9042
880 13th Ave N
Clinton, IA
Firm
NelsonCorp Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Joseph I. Wells, CFP®
(815) 772-7231
301 E Main St
Morrison, IL

Data Provided by:
Mr. Nolan Barry Vosler, CFP®
(319) 659-5139
First Central State Bank Bldg.
De Witt, IA
Firm
LPL Financial

Data Provided by:
US Bank - Clinton County Office
(563) 243-8500
405 S 3rd St
Clinton, IA
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 05:00 pm
Sat 09:00 am to 12:00 pm

US Bank - Dewitt 11th Street Office
(563) 659-9188
712 11th St
De Witt, IA
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 05:30 pm
Sat 09:00 am to 12:00 pm

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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