Hunting Financial Planners Converse TX

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Don Pace
Netting & Pace, CPA's
(210) 738-3888
7373 Broadway Street, Suite 400
San Antonio, TX
Expertises
Ongoing Investment Management, Divorce Planning, Estate & Generational Planning Issues, Financial Issues Between Generations, Tax Planning, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, MPA

John Eaton
Summit Wealth Management, Inc.
(210) 349-8517
14100 San Pedro, Ste 210
San Antonio, TX
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Investment Advice without Ongoing Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CRPS

Mr. Brett O. Wheeler, CFP®
3303 Oakwell Ct Ste 110
San Antonio, TX
Firm
The Bellwether Group, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
Mr. Alberto Vasquez Iii, CFP®
(800) 640-7526
9800 Fredericksburg Rd
San Antonio, TX
Firm
USAA Financial Planning Servic

Data Provided By:
Mr. Miles T. Fuquay, CFP®
(210) 736-7880
1777 NE Loop 410
San Antonio, TX
Firm
Jefferson Bank

Data Provided By:
Stephen Jones
Stephen T. Jones Financial Services
(210) 804-2255
2632 Broadway, Suite 103 South
San Antonio, TX
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Newlyweds & Novice Investors, Advising Employee Benefit Plan Participants, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Richard Alan Graham, CFP®
(210) 653-1052
8202 N Interstate 35 Ste 425
San Antonio, TX
Firm
Dick Graham Associates
Areas of Specialization
Investment Management, Retirement Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. David C Bonney, CFP®
(210) 824-9894
1919 Oakwell Farms#200
San Antonio, TX
Firm
First Command Financial Planning

Data Provided By:
Mr. Christopher J. Powers, CFP®
(210) 918-8970
8610 N New Braunfels Ave Ste 110
San Antonio, TX
Firm
Dawson & Powers, LLC
Areas of Specialization
Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000



Data Provided By:
Mr. Paul K. Foley, CFP®
(210) 826-0685
1777 NE Loop 410
San Antonio, TX
Firm
Waddell & Reed
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Government and Military, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

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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