Hunting Financial Planners Erie PA

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Mr. Robert D. Cullen, CFP®
501 E 38th St
Erie, PA
Firm
Mercyhurst University
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Life Planning, Life Transitions, Retirement Income Management

Data Provided By:
Mr. Ryan Patrick Millimaci, CFP®
(814) 456-7503
711 State St
Erie, PA
Firm
First National Trust Company
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. John K. Hodges, CFP®
(814) 871-9430
901 State St
Erie, PA
Firm
PNC Wealth Management Group

Data Provided By:
Mr. Joseph V. Schember, CFP®
(814) 871-9296
PO Box 8480
Erie, PA
Firm
PNC Bank

Data Provided By:
Mr. Jeffrey J. Szumigale, CFP®
(814) 871-9306
901 State St
Erie, PA
Firm
PNC Advisors

Data Provided By:
Christopher M Zehner, CFP®
(814) 459-1116
235 W. 6th Street
Erie, PA
Firm
HBKS Wealth Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Jason P. Kuilman, CFP®
(814) 461-7206
100 State St Ste 101
Erie, PA
Firm
AXA Advisors
Areas of Specialization
Estate Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
Mr. Kenneth D. Slaney, CFP®
(814) 871-5954
901 State St
Erie, PA
Firm
PNC Bank

Data Provided By:
Mr. John E. Baker, CFP®
(814) 836-5234
652 W 6th St
Erie, PA
Firm
Kingdom Financial Group, Inc.
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mr. Franklin L. Rogers, CFP®
(814) 871-9159
901 State St
Erie, PA
Firm
PNC 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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