Hunting Financial Planners Augusta GA

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Bill Cleveland
Preston & Cleveland Wealth Management, LLC
(706) 855-0170
3740 Executive Center Drive
Augusta, GA
Expertises
Charitable Giving - Trusts & Foundations, Planning Issues for Business Owners, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. James M. Herrington, CFP®
(706) 736-2522
2531 Center West Pkwy Ste 240
Augusta, GA
Firm
Balchin, Herrington & Associates
Areas of Specialization
Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Business Executives

Data Provided By:
Mr. Robert W. Rice, CFP®
(706) 650-9900
2814 Hillcreek Dr Ste A
Augusta, GA
Firm
Asset Advisors Corporation
Areas of Specialization
Asset Allocation

Data Provided By:
Kelly T. Renner, CFP®
(706) 210-3535
3540 Wheeler Rd Ste 304
Augusta, GA
Firm
Life Strategies Financial Partners LLC
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Retirement Income Management, Small Business Planning, Sudden Wealth Management

Data Provided By:
Mr. William P. Fair, CFP®
(706) 364-4281
1100 Frazier Dr
Augusta, GA
Firm
AP Wealth Management, LLC
Areas of Specialization
Investment Management, Investment Planning, Securities

Data Provided By:
Jennifer Noah
The Monitor Group, Inc.
(706) 854-8040
537 Blackburn Drive
Martinez, GA
Expertises
Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Mr. Thomas W. Jones, CFP®
(706) 650-8877
3602 Wheeler Rd
Augusta, GA
Firm
Jones Jones, Davis & Associates, CPA, PC
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Planning for Couples
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Richard D. Cundey, CFP®
(706) 724-3557
810 Poindexter Dr
Augusta, GA
Firm
CB&H Wealth Management Services
Areas of Specialization
Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Eugene Francis Mcmanus Jr., CFP®
(706) 364-4281
1100 Frazier Dr
Augusta, GA
Firm
AP Wealth Management, LLC

Data Provided By:
Mr. Troy A. Breitmann, CFP®
(706) 731-1460
3617 Walton Way Ext
Augusta, GA
Firm
Queensborough National Bank and Trust Company
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Elder Care, Estate Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



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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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