Hunting Financial Planners Baton Rouge LA

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Mr. Whitcomb A. Morris, CFP®
(225) 448-3070
6605 Jefferson Highway
Baton Rouge, LA
Firm
Ameriprise Financial

Data Provided By:
Mr. Steven A. Billings, CFP®
(225) 448-3070
6605 Jefferson Hwy
Baton Rouge, LA
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Ms. Virginia A. Tyler, CFP®
(225) 333-0955
7550 Lasalle Ave Apt 105
Baton Rouge, LA
Firm
Self Employed

Data Provided By:
Mr. James E. Haslitt, CFP®
(225) 766-4885
5800 One Perkins Place Dr
Baton Rouge, LA
Firm
Peters Wealth Advisors

Data Provided By:
Ms. Karen H. Groves, CFP®
(225) 215-0005
6719 Perkins Road
Baton Rouge, LA
Firm
Ameriprise Financial
Areas of Specialization
Retirement Income Management, 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. Kerry G. Uffman, CFP®
(225) 926-1050
527 E Airport Ave
Baton Rouge, LA
Firm
Thomas Wilson Ragusa Uffman

Data Provided By:
Mrs. Chelsea R. Smith, CFP®
(225) 922-6903
7150 Jefferson Hwy
Baton Rouge, LA
Firm
UBS
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Retirement Planning

Data Provided By:
Mr. Charles N. Bombet Ii, CFP®
(225) 709-6211
2431 S Acadian Thruway Ste 285
Baton Rouge, LA
Firm
The Bombet Company LLC
Areas of Specialization
Business Succession Planning, Education Planning, Estate Planning, General Financial Planning, Planning for Couples, Retirement Income Management, Retirement Planning

Data Provided By:
Ms. Dorothy A. Gilbert, CFP®
(225) 769-2320
7330 Highland Rd
Baton Rouge, LA
Firm
SagePoint Financial, Inc.
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Not Applicable

Data Provided By:
Ms. Helen E. Graf, CFP®
(225) 223-6048
2161 Quail Run Ste C
Baton Rouge, LA
Firm
Graf Financial L.L.C.
Areas of Specialization
Divorce Issues, General Financial Planning, Investment Management, Retirement Planning, Securities, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



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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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