Hunting Financial Planners Bossier City LA

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Ms. Mary Jeannette Hotard, CFP®
(318) 286-1283
504 Wedgewood Dr.
Bossier City, LA
Firm
Hotard Financial Services

Data Provided By:
Mr. Christopher Scott Lee, CFP®
(318) 572-0516
3218 Line Ave Ste 220
Shreveport, LA
Firm
LPL Financial LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: Not Applicable



Data Provided By:
Dr. Denis Poljak, CFP®
(318) 677-5426
333 Texas St Ste 925
Shreveport, LA
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Life Transitions
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Business Executives

Data Provided By:
Mr. Allen Rowe, CFP®
(318) 841-4076
839 Kings Hwy Ste 211
Shreveport, LA
Firm
Fairfield Wealth Management

Data Provided By:
Mr. Austin G. Robertson Jr., CFP®
(318) 222-8367
624 Travis St Ste 500
Shreveport, LA
Firm
Cole, Evans & Peterson

Data Provided By:
Mr. Scott P. Irwin, CFP®
(318) 742-2190
113 Savannah Pl
Bossier City, LA
Firm
Lincoln Financial Securities Corp.
Areas of Specialization
Asset Allocation, Banking, Budget Development, Debt Management, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $250,001 - $500,000



Data Provided By:
Mr. Stephen A. Boose, CFP®
(318) 429-1737
333 Texas St 3rd Floor
Shreveport, LA
Firm
Regions Bank

Data Provided By:
Mr. Tandy G. Lewis Jr., CFP®
(318) 429-1420
333 Texas St
Shreveport, LA
Firm
Morgan Keegan & Company, Inc
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Investment Management, Investment Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Robert G. Cockrell, Jr, CFP®
(318) 424-2000
401 Market St Ste 1400
Shreveport, LA
Firm
Morgan Keegan & Company, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Retirement Planning, Securities

Data Provided By:
Mr. Joseph B. Psalmonds Jr., CFP®
(318) 424-6802
3201 Dee St
Shreveport, LA
Firm
JPJ Investments

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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