Hunting Financial Planners Cape Coral FL

This page provides useful content and local businesses that give access to Hunting Financial Planners in Cape Coral, FL. You will find helpful, informative articles about Hunting Financial Planners, including "Financing a Hunting Trip". You will also find local businesses that provide the products or services that you are looking for. Please scroll down to find the local resources in Cape Coral, FL that will answer all of your questions about Hunting Financial Planners.

Brian Rezny
Rezny Wealth Management, Ltd.
(800) 618-8577
5237 Summerlin Commons Blvd.
Fort Myers, FL
Expertises
High Net Worth Client Needs, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Kathleen Campbell
Campbell Financial Partners, LLC
(239) 454-5333
15051 S. Tamiami Trail, Suite 203
Fort Myers, FL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Hourly Financial Planning Services, College/Education Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor

Mr. David J. Ciganek, CFP®
(239) 281-3899
2660 Bellingham Ct
Cape Coral, FL
Firm
BankUnited Investments
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. James M Wesolowski, CFP®
(239) 574-4449
2002 DEL PRADO BLVD S
CAPE CORAL, FL
Firm
JAMES M. WESOLOWSKI, CPA, P.A.
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Eugene M. Curry, CFP®
(239) 292-4733
1421 SE 17th Street
Cape Coral , FL
Firm
Eugene Curry

Data Provided By:
Todd Macke
Macke Financial Advisory Group, Inc.
(239) 275-1122
12699 New Brittany Boulevard
Ft. Myers, FL
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Alternative or Private Investments, Tax Planning, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Donald Purtill
Purtill Financial LLC
(239) 628-3452
6662 Estero Boulevard, Unit 211-B
Fort Myers Beach, FL
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, High Net Worth Client Needs, Tax Planning, Retirement Planning & Distribution Rules, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, MBA

Ms. Renee Flynt Cathey, CFP®
1316 SW 17th Ave
Cape Coral, FL
Firm
Cape Coral Insurance Group

Data Provided By:
Mrs. Danielle M. Gates, CFP®
(239) 768-8819
1227 Del Prado Blvd S Ste 201
Cape Coral, FL
Firm
MetLife Insurance
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. David P. Carr, CFP®
(239) 791-1040
5785 Cape Harbour Dr Ste 202
Cape Coral, FL
Firm
DAVID P, CARR, CPA, PA

Data Provided By:
Data Provided By:

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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