Investment Management Firms Sparks 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.

Joseph Hollen
Hollen Financial Planning, Ltd.
(775) 827-0670
P.O. Box 6629
Reno, NV
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Vicki Schultz
Schultz Financial Group, Inc.
(775) 850-5620
10765 Double R Blvd., Suite 200
Reno, NV
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Ongoing Investment Management, Alternative or Private Investments, Real Estate Investments
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Mr. Wesley W. Griffin, CFP®
(775) 356-0955
PO Box 826
Sparks, NV
Firm
Contact Employee Benefits, Inc.
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Dale Ehrgott
890 Mill Street
Reno, NV
Company
Title: President/Broker
Company: Advanced Insurance Consulting
Years Experience
Years Experience: 20+
Service
Medicare Planning,Health Care Insurance,Retirement Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Disability Insurance,Annuities,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Retirement Income Distribution Planning,Medicaid,Life Insurance,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning

Data Provided by:
Mr. Doyle H. Brown, CFP®
(775) 829-9633
1575 Delucchi Ln Ste 222
Reno, NV
Firm
Windrose Retirement Income Planners, Inc.

Data Provided by:
William Kirby
Kirby Group, Inc.
(775) 853-4159
13375 West Saddlebow Drive
Reno, NV
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Mrs. Joanna Moran, CFP®
(858) 361-0011
1310 Coachman Ct
Sparks, NV
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mr. Curtis W. Bickford, CFP®
(775) 829-7210
765 sienna park dr
Reno, NV
Firm
Ameriprise

Data Provided by:
Ms. Elizabeth J. Dart, CFP®
5200 Neil Rd
Reno, NV
Firm
First Wall Street Financial Advisors
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Intergenerational Planning, Retirement Planning, Social Security Planning, Socially Responsible Investments

Data Provided by:
Mr. Michael P. Costelloe, CFP®
(775) 825-1144
1575 Delucchi
Reno, NV
Firm
H Beck, Inc
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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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