Hunting Financial Planners Annapolis MD

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Brian Booth
Rockwood Wealth Management
(410) 224-0097
200 Harry S Truman Parkway, Suite 300
Annapolis, MD
Expertises
High Net Worth Client Needs, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Thaddeus Toal
Rockwood Wealth Management
(410) 224-0097
200 Harry S Truman Parkway, Suite 300
Annapolis, MD
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

James Ludwick
MainStreet Financial Planning, Inc.
(410) 695-1556
2327 Sandy Walk Way
Odenton, MD
Expertises
Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Real Estate Investments, Retirement Planning & Distribution Rules, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Bryan R. Karsner, CFP®
(410) 695-5194
635 N Bestgate Rd Ste 101-B
Annapolis, MD
Firm
Brokers International Financial Services, LLC
Areas of Specialization
Investment Management, Investment Planning, Life Planning, Retirement Income Management, Retirement Planning, Securities, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

Data Provided By:
Nilos Sakellariou
58 Cornhill Street
Annapolis, MD
Company
Title: Managing Director
Company: Glen Eagle Advisors
Service
Income for Life/ Preserve Principal,Retirement Planning,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Fee-Only Comprehensive Financial Planning,Stock Market Alternative,Alternative Investments,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Hourly Financial Planning Engagements,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Investment & Portfolio Management,Investment Consulting & Allocation Design,Estate Tax Planning,401k

Data Provided By:
Martin Hopkins
Hopkins Investment Management, LLC
(410) 757-7980
12 Francis Street
Annapolis, MD
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Patricia Currey
Currey Financial Consulting, LLC
(410) 956-0655
810 Caroline Lane
Edgewater, MD
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CEBS, CFP®

Mr. Stephen I. James, CFP®
(410) 266-7100
1610 West Street
Annapolis, MD
Firm
Severn Financial Advisors LLC

Data Provided By:
Mr. Joseph M. Feldman, CFP®
(301) 261-1666
1206 West St
Annapolis, MD
Firm
Feldman Wealth Advisory

Data Provided By:
Sherry A Saucerman, CFP®
(410) 224-6262
2350 Solomons Island Rd
Annapolis, MD
Firm
SunTrust Investment Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



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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