Investment Management Firms Conway SC

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.

Joe Taylor
Oak Street Advisors
(843) 946-9868
1335 44th Avenue N, Suite 203
Myrtle Beach, SC
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor

Mr. James B. Thompkins, CFP®
(843) 248-0004
702 B Main Street
Conway, SC
Firm
Edward D Jones & Company
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Nadejda Kostova, CFP®
(843) 293-3463
4871 Socastee Blvd Unit C
Myrtle Beach, SC
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues

Data Provided by:
Mr. David Wyatt Sage, CFP®
(843) 232-8383
1015 16th Ave NW
Surfside Beach, SC
Firm
Sage & Bell, PA

Data Provided by:
April Gloyd Messimer, CFP®
(843) 946-2027
2024 Corporate Centre Dr Ste 301
Myrtle Beach, SC
Firm
Merrill Lynch Capital Services Inc
Areas of Specialization
Asset Allocation, Banking, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Ellison M. Smith Iii, CFP®
(843) 385-0168
1200 Main Street
Conway, SC
Firm
Crescent Wealth Advisory, LLC
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided by:
Mr. Randy L. Alford, CFP®
(843) 248-0070
1013 3rd Ave
Conway, SC
Firm
R L Alford & Co Inc
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided by:
Mr. Anthony B. King, CFP®
(843) 497-6116
1131 48th Ave N
Myrtle Beach, SC
Firm
King & Godbold, LLC

Data Provided by:
Mr. David G Wurster, CFP®
(843) 712-2752
1200 48th Ave N Unit 102
Myrtle Beach, SC
Firm
Palmetto Coast Capital, LLC
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Mr. Christopher David St. John, CFP®
(843) 448-4425
1110 London Street Suite 204
Myrtle Beach, SC
Firm
Carolina Wealth Advisors, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education 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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