Hunting Financial Planners Durango CO

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Stan Johnson
Comprehensive Financial Planning, Inc.
(970) 385-5227
1075 Main Avenue, Suite 216
Durango, CO
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. John E. Ogier, CFP®
(970) 259-0937
940 Main Avenue
Durango, CO
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. David W. Smiley, CFP®
(970) 375-1291
1150 Main Ave Ste A
Durango, CO
Firm
Oxford Asset Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Planning, Small Business Planning, Social Security Planning

Data Provided By:
Mr. Jonathan R Donnaway, CFP®
(970) 382-0040
c/o Bank of Colorado
Durango, CO
Firm
Investment Centers of America
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits

Data Provided By:
Mr. James Michael Brost, CFP®
(970) 403-1234
150 E 9th St Ste 333
Durango, CO
Firm
Intelligent Investment Management, LLP
Areas of Specialization
Asset Allocation, General Financial Planning, Intergenerational Planning, Investment Planning, Retirement Planning, Wealth Management

Data Provided By:
Paul Lemon
Integrated Financial Planning, PC
(970) 259-6739
269 North Road
Durango, CO
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. Paul A. Lemon, CFP®
(970) 259-6739
269 North Rd.
Durango, CO
Firm
Integrated Financial Planning, P.C.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Investment Management, Life Planning, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. David L. Rick, CFP®
(970) 259-5208
555 Rivergate Ste B1
Durango, CO
Firm
LPL Financial Services
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Stanley E. Johnson, CFP®
(970) 385-5227
1075 Main Ave Ste 216
Durango, CO
Firm
Comprehensive Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Stephen Pease, CFP®
(970) 375-1291
1150 Main Ave Ste A
Durango, CO
Firm
Oxford Asset Management
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



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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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