Hunting Financial Planners Abilene TX

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Joseph Team
Team Financial Strategies
(325) 480-1587
1174 N. 3rd St.
Abilene, TX
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Plan Investment Advice, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Brendan Messenger, CFP®
(325) 695-0222
3005 S Treadaway Blvd
Abilene, TX
Firm
CBS Insurance, LLP
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning
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. Shane Jennings, CFP®
(325) 676-9066
1181 Lytle Way
Abilene, TX
Firm
Edward Jones Investments

Data Provided By:
Mr. Jerry L. Love, CFP®
(325) 437-5683
3305 N 3rd St Ste 304
Abilene, TX
Firm
Jerry Love CPA, LLC

Data Provided By:
Mr. Dillon A. Cobb, CFP®
(325) 673-6171
242 Beech St
Abilene, TX
Firm
Carter Asset Management
Areas of Specialization
Accounting, Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning

Data Provided By:
Mr. Everett Ray Ferguson, CFP®
(325) 677-6251
PO Box 2993
Abilene, TX
Firm
Condley and Company, LLP
Areas of Specialization
Asset Allocation, Estate Planning, Insurance Planning, Investment Management, Tax Planning, Tax Preparation

Data Provided By:
Mr. Bruce M. Evans, CFP®
(915) 673-8001
1833 Echo Ct
Abilene, TX
Firm
The ACU Foundation

Data Provided By:
Mr. Daniel J. Dwyer, CFP®
(325) 695-6157
2449 S. Willis
Abilene, TX
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Phillip L. Hettich Jr., CFP®
(325) 627-7381
400 Pine St
Abilene, TX
Firm
Cetera Investment Services, LLC

Data Provided By:
Mrs. Catherine G. Coleman, CFP®
(325) 671-8024
401 Cypress
Abilene, TX
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Education Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Life Planning

Data Provided By:
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Financing a Hunting Trip

For most on here there is a dream trip floating up around in their heads but there is a question of how to pay for it.  This has been a problem for all hunters that wish for that elusive moose, bear, goat, sheep, elk, deer, or any other hunt where you are required to hire a guide or you choose to hire one for that hunt of a lifetime.   

First off I am not a financial planner I am just a hunter that learned a long time ago that even with a great job there are going to be some things that will just stay as a dream unless you do something about it, and that time is now.  It was over 35 years ago when I was talking with a gentleman and he happened to ask me the $60,000 question at that time.  He asked me what I was doing with all of my money.  At that time all that I was concerned with was that I had food in my stomach and gas in my truck, the rest didn’t matter.  I was what they would call foot loose and fancy free.  He then asked me what I enjoyed doing and how much money it would take to continue to do these things.  At that time my bank balance looked close to the national debt.  A few years earlier I had spent every penny that I had for a brown bear hunt in Alaska when I was 19.  That trip had taken all of my savings from all the odd jobs that I had through high school and the summers of lawn mowing.

This man that I had been talking to was a financial planner and he offered to have me come into his office and to plan for my future.  Now I had a great job working for a fine company and I didn’t figure that there would be any problems doing what I wanted to do.  He however sat me down and started to explain just what it would take to be financially secure in my retirement years.  That first visit with him set in motion a savings plan that would eventually grow into my hunting account.  At that time I decided to invest money into a mutual fund along with a term life insurance program that his company offered.  At that time I didn’t miss the money and then over the years it started to grow and grow.  Then when the company that I worked for started a 401K plan I began putting money into it at the maximum rate that I could.  Now the 401K would be for my retirement and the other plan was set up for my hunting account. 

Now that I am retired my hunting account is to the point that I can withdraw enough funds for a real nice hunt of my choice each and every ...

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