Investment Management Firms Fairbanks AK

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.

Walter F. Coulter, CFP®
(907) 479-3000
1300 Washington Dr Ste 200
Fairbanks, AK
Firm
First Command Financial Planni
Areas of Specialization
General Financial Planning, Government and Military, Investment Management, Long-Term Care, Retirement Planning, Sudden Wealth Management

Data Provided by:
Mr. Benajmin E. Roth, CFP®
(907) 374-0487
907 University Ave
Fairbanks, AK
Firm
SBS Retirement Consultants, LLC

Data Provided by:
Wells Fargo - Gaffney
(907) 459-4373
620 Gaffney Rd
Fairbanks, AK
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat-Sun Closed

Wells Fargo - University
(907) 474-4100
794 University Ave
Fairbanks, AK
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-04:00 PM
Sun Closed

Vonna Husby and Assoc., LLC/Raymond James
(907) 374-9270
610 Cushman Street, Suite 103
Fairbanks, AK
 
Mr. Christopher R. Keyes, CFP®
(907) 452-6393
121 Spruce St
Fairbanks, AK
Firm
Younker-Keyes & Assoc Inc
Areas of Specialization
Investment Planning, Retirement Planning

Data Provided by:
Wells Fargo - Bentley
(907) 459-4361
40 College Rd
Fairbanks, AK
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-04:00 PM
Sun Closed

Wells Fargo - Cushman
(907) 459-4300
613 Cushman St
Fairbanks, AK
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-04:00 PM
Sun Closed

Wells Fargo - North Pole
(907) 488-7507
381 S Santa Claus Ln
North Pole, AK
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat-Sun Closed

Mr. William B. Stokes, CFP®
(907) 646-0900
7750 King St
Anchorage, AK
Firm
Stokes Financial Services,LLC
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Insurance Planning, Long-Term Care, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

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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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