Investment Management Firms Essex Junction VT

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.

Donald Dempsey
Dempsey Investment Management, LLC
(802) 764-5815
PO Box 1591
Williston, VT
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®

Scott Beaudin
Pathway Financial Advisors, LLC
(802) 660-7086
110 Main Street, Suite 401
Burlington, VT
Expertises
Hourly Financial Planning Services, High Net Worth Client Needs, Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. Robert J. Hudson Jr., CFP®
(802) 878-6155
1 Market Pl Unit 23
Essex Junction, VT
Firm
Strategic Wealth Coach LLC
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Daniel M. Boardman, CFP®
(802) 863-5534
PO Box 1064
Burlington, VT
Firm
Advisors in Financial Planning

Data Provided by:
Mr. Eric H. Hanson, CFP®
(802) 658-2668
PO Box 819
Burlington, VT
Firm
Hanson & Doremus Investment Mgmt

Data Provided by:
Jamie Milne
Milne Financial Planning, Inc.
(802) 476-0602
76 Ethan Allen Drive, Suite 4
South Burlington, VT
Expertises
Retirement Planning & Distribution Rules, Middle Income Client Needs, Ongoing Investment Management, Socially Responsible Investments, Investment Advice without Ongoing Management, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, BS, CDFA, CFP®, MBA

Wayne S Segear, CFP®
(802) 879-1010
8 Carmichael Street
Essex Junction, VT

Data Provided by:
Mr. Todd Toensing, CFP®
(802) 879-1881
63 main street
Essex Junction, VT
Firm
Essex Asset Management Group
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Kenneth C. Kowalewitz, CFP®
(802) 652-6068
P.O. Box 1095
Burlington, VT
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided by:
Ms. Clara J. Charlebois, CFP®
(802) 657-3800
5399 Williston Rd Ste 204
Williston, VT
Firm
Ameriprise Financial Services

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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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