Investment Management Firms North Las Vegas 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.

Sidney Blum
GreatLight Fee Only Advisors, LLC
(877) 333-1197
9060 W. Cheyenne Avenue Suite A
Las Vegas, NV
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Middle Income Client Needs, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, ATP, BS, CFP®, ChFc, CPA, CPA/PFS

Greg Phelps
REDROCK WEALTH MANAGEMENT, LLC
(702) 987-1607
9480 S. Eastern Ave.
Las Vegas, NV
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, High Net Worth Client Needs, Financial Psychology/Coaching, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®, CLU

Mr. Audry J Batiste, CFP®
(702) 556-2724
6628 Sky Pointe Dr Ste 129
Las Vegas, NV
Firm
Precise Financial Planning, LLC
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Government and Military, Investment Planning, Planning for Couples, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

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

Profession: Service Professionals

Data Provided by:
Ms. Janet Trigg, CFP®
3990 Vegas Dr
Las Vegas, NV
Firm
Las Vegas Real Estate Sales, LLC
Areas of Specialization
Estate Planning, Real Estate, Wealth Management

Data Provided by:
Ms. Stephanie J. Webb, CFP®
(702) 794-0400
606 S 9th St
Las Vegas, NV
Firm
Ameriprise Financial

Data Provided by:
Christopher Baum
Vannoy Advisory Group, Inc.
(702) 799-9720
Las Vegas
Las Vegas, NV
Expertises
Retirement Plan Investment Advice, Advising Employee Benefit Plan Participants, Planning Issues for Business Owners, Advising Medical Professionals, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFP®

Christopher Jones
Sparrow Wealth Management
(877) 330-9191
870 Seven Hills Drive
Henderson, NV
Expertises
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Advising Entrepreneurs, Professional Athletes or Entertainers, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. James J. Manning, CFP®
(702) 592-0222
8117 Hesperides Ave
Las Vegas, NV
Firm
James J. Manning
Areas of Specialization
Accounting, Budget Development, Debt Management, Human Resources, Legal Advice, Small Business Planning

Data Provided by:
Mr. Leonard J Yelinek, CFP®
(702) 362-7673
PO Box 30787
Las Vegas, NV
Firm
Wealth Management Group/MassMutual

Data Provided by:
Mr. Russell J. Bucklew, CFP®
(702) 479-2799
2700 W Sahara Ave
Las Vegas, NV
Firm
Miller Russell
Areas of Specialization
Asset Allocation, Charitable Giving

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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