Hunting Financial Planners Mobile AL

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Stephen Haidt
Retirement Advisors, Inc.
(251) 344-0707
1009 Downtowner Blvd.
Mobile, AL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

John Brown
Brown McLeod, Inc.
(251) 928-9498
508 Fairhope Avenue
Fairhope, AL
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Clint Martin, CFP®
(251) 433-1133
955 Dauphin St
Mobile, AL
Firm
Raymond James
Areas of Specialization
Asset Allocation, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Ms. Celia Mann Baehr, CFP®
(251) 476-7183
2866 Dauphin St Ste R
Mobile, AL
Firm
Celia Mann Baehr, CFP
Areas of Specialization
Asset Allocation, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Retirement Income Management

Data Provided By:
Mr. John Holmes Smith Iv, CFP®
(251) 454-9195
P.O. Box 40187
Mobile, AL
Firm
RoperStreet Planning, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Scott McLeod
Brown McLeod, Inc.
(251) 928-9498
508 Fairhope Avenue
Fairhope, AL
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations, High Net Worth Client Needs, Special Needs Planning, Alternative or Private Investments, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®

Mr. Miles L. Ball, CFP®
(251) 476-2131
851 East I-65 Service Road South
Mobile, AL
Firm
Wealth Management Consultants LLC
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $100,000 or less

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

Profession: Not Applicable

Data Provided By:
Mr. Jonathan C Zimlich, CFP®
(251) 472-4429
3233 Executive Park Circle
Mobile, AL
Firm
Adams & Associates, Inc.
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, Investment Management

Data Provided By:
Mr. Billy R. Williams, CFP®
(251) 473-2120
2566 Dauphin Street
Mobile, AL
Firm
Williams Financial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Long-Term Care

Data Provided By:
Mr. Kevin B. Adkins, CFP®
(251) 650-0840
11 North Water Street
Mobile, AL
Firm
Harbor Financial Services, LLC
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning, Securities
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:
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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