Investment Management Firms Gardnerville NV

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.

Ron Lee Bankofier, CFP®
(775) 782-9102
1389 Lampe Ln # 2
Gardnerville, NV
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

Data Provided by:
Mr. Donovan Troy Jackson, CFP®
(775) 782-5061
1701 County Rd Ste O
Minden, NV
Firm
Waddell & Reed
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. David James Brady, CFP®
(775) 782-3950
1625 State Route 88 Ste 202
Minden, NV
Firm
Brady & Associates
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. James Patrick Moultrup, CFP®
(775) 829-7779
PO Box 12489
Zephyr Cove, NV
Firm
Moultrup Financial

Data Provided by:
Mr. Richard P. Dee, CFP®
(607) 382-7780
PO Box 366
Zephyr Cove, NV
Firm
Lake Tahoe Wealth Management, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Intergenerational Planning, Life Transitions
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Robert D. Blackman, CFP®
(775) 782-3795
PO Box 457
Minden, NV
Firm
Independent Planning Group Ltd
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided by:
Mr. Jeffery L. Whitaker, CFP®
(775) 782-5061
1701 County Rd
Minden, NV
Firm
Waddell & Reed

Data Provided by:
Ms. Mary K Metzger, CFP®
(775) 783-4756
PO Box 497
Genoa, NV
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Estate Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Warren J. Dankert, CFP®
(775) 741-5302
3668 green acres dr
carson city, NV
Firm
SELF EMPLOYED
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning

Data Provided by:
Mr. Gerald D. Klosterboer, CFP®
(775) 588-6116
295 Highway 50
Zephyr Cove, NV
Firm
First Allied Securities

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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