Hunting Financial Planners Ames IA

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Laura West
West Financial Advisors, LLC
(515) 382-2960
1400 Fawcett Parkway
Nevada, IA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Tax Planning, College/Education Planning, Women's Financial Planning Issues, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. James E. Dickson, CFP®
(515) 232-5160
PO Box 322
Ames, IA
Firm
James E. Dickson, CPA, CFP
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Darren C. Gauck, CFP®
(515) 232-3042
328 Main St
Ames, IA
Firm
Midwest Financial
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care

Data Provided By:
Laura Kay Brannen West, CFP®
(515) 382-2960
1400 Fawcett Pkwy Ste A
Nevada, IA
Firm
West Financial Advisors, LLC
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Clark Grinde
1028 Lafayette Avenue
Story City, IA
Company
Title: President, Financial Advisor
Company: CG Financial Consulting, LLC
Education
Iowa State University, BA
College for Financial Planning, CRPS [Chartered Retirement Plans Specialist]
Years Experience
Years Experience: 14
Service
Life Insurance,Hourly Financial Planning Engagements,Investment & Portfolio Management,Retirement Planning,Fee-Only Comprehensive Financial Planning

Data Provided By:
Mr. Richard Schany Nelson, CFP®
405 5th St
Ames, IA
Firm
LPL Financial

Data Provided By:
Mr. Paul M. Caspersen, CFP®
(515) 294-4407
2505 University Boulevard
Ames, IA
Firm
University of Florida Foundation, Inc.
Areas of Specialization
Charitable Giving, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Non-Profit Employees

Data Provided By:
Ms. Shelley K. Magnani, CFP®
(515) 232-0228
414 S 17th St Ste 102
Ames, IA
Firm
LPL Financial Services
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Randall V. Hertz, CFP®
(515) 382-6596
PO Box 500
Nevada, IA
Firm
Hertz Associates

Data Provided By:
Ms. Tamra A. Shadlow, CFP®
(515) 733-5113
530 Broad St
Story City, IA
Firm
Edward Jones Investment

Data Provided By:
Data Provided By:

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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