Hunting Financial Planners Cambridge MA

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Thomas Fisher
Fisher Financial Strategies
(617) 444-8555
245 First Street, Suite 1800
Cambridge, MA
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Middle Income Client Needs, Newlyweds & Novice Investors, College/Education Planning, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Eric Sneider
Bromfield Financial Advisory Group, Inc.
(617) 252-3400
10 Rogers Street
Cambridge, MA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Divorce Planning, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®

Philip Lee
Modera Wealth Management, LLC
(617) 247-0518
535 Boylston Street, Suite 300
Boston, MA
Expertises
Ongoing Investment Management, Divorce Planning, College/Education Planning, Newlyweds & Novice Investors, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Stephen Ahern
Sullivan Bille/Wealth Management Advisors
(617) 742-3994
225 Franklin Street
Boston, MA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Tax Planning, Advising Entrepreneurs, Advising Medical Professionals, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, CPA, CPA/PFS, MS, MST

Robert Siefert
Modera Wealth Management, LLC
(617) 247-0518
535 Boylston Street, Suite 300
Boston, MA
Expertises
High Net Worth Client Needs, Planning Concerns for Corporate Executives, Charitable Giving - Trusts & Foundations, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

James Pinney
Pinney & Scofield, Inc.
(617) 492-6223
22 Hilliard Street
Cambridge, MA
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BA, CFA, CFP®

Victoria Marrone
Modera Wealth Management, LLC
(617) 247-0518
535 Boylston Street, Suite 300
Boston, MA
Expertises
Women's Financial Planning Issues, Cash Flow/Budgets/Credit Issues, Financial Psychology/Coaching, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA, PhD

Walter Herlihy
Beacon Financial Planning, Inc.
(888) 230-3588
111 State Street
Boston, MA
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, ChFc, CLU

Jennifer Lane
Compass Planning Associates, Inc.
(617) 523-4666
3 Center Plaza
Boston, MA
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Women's Financial Planning Issues, Newlyweds & Novice Investors, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Peter Disch
Disch & Associates, LLC
(617) 585-0050
10 Newbury Street, 4th Floor
Boston, MA
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Advising Medical Professionals, Advising Entrepreneurs, Alternative or Private Investments, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

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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