Investment Management Firms Easley 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.

Mr. David F. Mitchell, CFP®
(864) 855-2500
405 E 1st Ave Ste C
Easley, SC
Firm
Edward Jones
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning

Data Provided by:
Mr. Michael J West, CFP®
(864) 370-2050
101 W Camperdown Way Ste 600
Greenville, SC
Firm
Raymond James & Associates
Areas of Specialization
Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mrs. Pamela G Batson, CFP®
(864) 370-7276
501 River St
Greenville, SC
Firm
Morgan Stanley
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Ramon T. Franklin, CFP®
(864) 250-1177
412 Pettigru St
Greenville, SC
Firm
Capital Focus, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Amy R. Milionis, CFP®
17 W McBee Ave
Greenville, SC
Firm
UBS Financial Services Inc

Data Provided by:
Mr. Barry R Bynum Jr., CFP®
(864) 859-7703
206 Couch Ln Ste D
Easley, SC
Firm
Bynum Financial Group, Inc.
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided by:
Paul William Foster, CFP®
(864) 679-3841
501 E McBee Ave Ste 101
Greenville, SC
Firm
Northwestern Mutual Financial Network

Data Provided by:
Mr. Jason E. Lewis, CFP®
(864) 232-8670
27 Cleveland Street, Suite 202
Greenville, SC
Firm
Reynolds Investment Management
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Robert Lee Moore, CFP®
(864) 679-3844
501 E McBee Ave Ste 101
Greenville, SC
Firm
Northwestern Mutual Financial Network
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Mr. J. Scott Davis, CFP®
(864) 787-6308
130 S Main St Fl 6
Greenville, SC
Firm
Wagner Wealth Management
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



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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