Investment Management Firms Millsboro DE

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.

Christine Falvello
Navigate Financial Advisors
(302) 537-2207
36358 Redstart Court, Bay Forest
Ocean View, DE
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Planning Issues for Unmarried & Same-Sex Couples, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MS, EdM

Mr. Donald C. Birch, CFP®
(302) 644-6623
18344 Coastal Hwy
Lewes, DE
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Estate Planning, General Financial Planning, Investment Planning, Securities
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. John D. Simeone, CFP®
(302) 645-8592
34346 Carpenters Way
Lewes, DE
Firm
Fulton Financial Advisors
Areas of Specialization
Estate Planning, General Financial Planning, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Ms. Kathleen M. Ryan, CFP®
(302) 856-6664
13 Bridgeville Road
Georgetown, DE
Firm
KMR Financial Network, LLC

Data Provided by:
Mr. William A Brooks Sr., CFP®
(302) 258-4668
7 Green Haven Ct
Rehoboth Beach, DE
Firm
CUProsper
Areas of Specialization
Accounting, Asset Allocation, Banking, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues

Data Provided by:
Burwell Hutchinson
Fischer & Hutchinson Wealth Advisors, LLC
(302) 644-3540
404 E. Savannah Road
Lewes, DE
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Real Estate Investments, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Theodore A. Fischer Ii, CFP®
(302) 841-9812
33695 Baylis Dr
Lewes, DE
Firm
Fischer & Hutchinson Wealth Advisors, LLC

Data Provided by:
Mr. Robert E. Bunting, CFP®
(302) 841-1027
PO Box 862
Selbyville, DE
Firm
M & T Bank
Areas of Specialization
Accounting, Banking, Budget Development, Comprehensive Financial Planning, Debt Management, General Financial Planning, Mortgages
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Business Executives

Data Provided by:
Mr. Alexander G. Yearley, CFP®
(302) 227-2939
39 Baltimore Ave
Rehoboth Beach, DE
Firm
Community Pride Financial
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,000 or less

Average Income: $50,000 or less

Profession: Not Applicable

Data Provided by:
Mr. Steven E Cooper, CFP®
(302) 227-5148
19535 Camelot Drive
Rehoboth Beach, DE
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Estate Planning, Investment Management, Retirement Planning, Special Needs Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
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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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