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Investment Management Firms Fargo ND

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. Roger B. Johnson, CFP®
(218) 643-6995
1128 Westrac Dr S
Fargo, ND
Firm
Raymond James Financial Services, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Michael W. Smith, CFP®
(701) 232-7175
2601 12th Ave S Ste 2
Fargo, ND
Firm
Northwestern Mutual Financial Network
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Ms. Ronda M Zupi, CFP®
(701) 235-9858
1900 44th Street South
Fargo, ND
Firm
AgCountry Farm Credit Services

Data Provided by:
Douglas Melby, CFP®
(701) 235-2002
1202 27th St S
Fargo, ND
Firm
Heartland Trust Company
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. James H. Sanders, CFP®
(701) 237-3453
1318 23rd St S
Fargo, ND
Firm
Century Financial Advisors Inc
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Dennis A. Draeger, CFP®
(701) 232-8886
2731 12th Ave S
Fargo, ND
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Paul J. Jarvis, CFP®
(701) 451-3059
3100 13th Avenue South
Fargo, ND
Firm
Bell State Bank & Trust
Areas of Specialization
Banking, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning

Data Provided by:
Mr. Michael Anthony Mathias, CFP®
(701) 893-3707
2601 12th Ave S Ste 2
Fargo, ND
Firm
Northwestern Mutual Wealth Management Company
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000



Data Provided by:
Mr. Jay Charles Matthews, CFP®
(701) 241-9205
818 Main Ave
Fargo, ND
Firm
Producers Financial Group

Data Provided by:
Mr. Donald S. Meidinger, CFP®
(701) 476-8306
4310 17th Ave S
Fargo, ND
Firm
Eide Bailly LLP

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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