Hunting Financial Planners Angola IN

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Mr. Adam August Smith, CFP®
(260) 624-2108
2310 N Wayne St Ste A
Angola, IN
Firm
FM Investment Services
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education 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:
Mrs. Alicia K. Cole, CFP®
(517) 278-1569
100 W Chicago St
Coldwater, MI
Firm
Century Bank and Trust

Data Provided By:
Wells Fargo - Angola
(260) 665-9484
2204 N Wayne St
Angola, IN
Type
Branch
Office Hours
Mon-Fri 08:30 AM-06:00 PM
Sat 08:30 AM-02:00 PM
Sun Closed

Edward Jones
(888) 891-1440
103 W Chicago St
Bronson, MI

Data Provided By:
Aaron Coates
Valeo Financial Advisors, LLC
(574) 206-4454
18709 Taft Court
Goshen, IN
Expertises
Advising Medical Professionals, Advising Entrepreneurs, High Net Worth Client Needs, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CIMA

Ms. Rhonda L. Hanson, CFP®
(260) 668-8800
2310 N Wayne St
Angola, IN
Firm
Edward Jones Investments

Data Provided By:
Fifth Third Bank
(260) 668-8845
Angola, 100 Growth Parkway
Angola, IN
Office Hours
M-F 9-5; SA 9-12
Drive Up Hours
M-TH 9-5; F 9-6; SA 9-12

Edward Jones
(888) 891-1467
109 E Toledo St
Fremont, IN

Data Provided By:
Philip Fox
Ronald Blue & Co., LLC
(317) 582-0700
9229 Delegates Row, Suite 450
Indianapolis, IN
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Financial Issues Between Generations, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Gregory Galecki
Galecki Financial Management, Inc.
(260) 436-8525
7743 W. Jefferson Boulevard
Ft. Wayne, IN
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

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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