Hunting Financial Planners Peru IN

This page provides useful content and local businesses that give access to Hunting Financial Planners in Peru, IN. 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 Peru, IN that will answer all of your questions about Hunting Financial Planners.

Mr. David L. Mann, CFP®
(260) 563-6881
11 S Wabash St
Wabash, IN
Firm
Northwestern Mutual Financial
Areas of Specialization
Special Needs Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mrs. Janet Packard, CFP®
(574) 722-4249
1 Cass City Ctr Ste 200
Logansport, IN
Firm
Wealth Management Solutions, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
David Conyers
506 Venetian Way
Kokomo, IN
Company
Title: Financial Advisor
Company: Independent Financial Services of Indiana
Years Experience
Years Experience: 15
Service
Life Insurance,Real Estate Investment Planning,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Retirement Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Annuities,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning

Data Provided By:
Wells Fargo - Wabash
(260) 563-1116
841 N Cass St
Wabash, IN
Type
Branch
Office Hours
Mon-Fri 08:30 AM-06:00 PM
Sat 08:30 AM-02:00 PM
Sun Closed

Clark Accounting Associates Pc
(765) 459-3325
604 W Taylor St
Kokomo, IN
 
Mr. Robert K. Kretz, CFP®
(800) 831-7233
301 E Broadway
Logansport, IN
Firm
PNC Investments, Inc.

Data Provided By:
Mr. Kerry Lenon, CFP®
(765) 452-6029
924 S Main St
Kokomo, IN
Firm
Bergstrom Lenon & Clark, PC
Areas of Specialization
Accounting, Budget Development, Divorce Issues, Insurance Planning, Investment Planning, Retirement Planning, Tax Planning

Data Provided By:
Wells Fargo - Peru Main
(765) 473-6661
12 N Broadway
Peru, IN
Type
Branch
Office Hours
Mon-Fri 08:30 AM-06:00 PM
Sat 08:30 AM-02:00 PM
Sun Closed

Wells Fargo - Akron
(574) 893-4531
114 W Rochester St
Akron, IN
Type
Branch
Office Hours
Mon-Thu 08:00 AM-05:00 PM
Fri 08:00 AM-06:00 PM
Sat 08:00 AM-12:00 PM
Sun Closed

Interface Financial Group
(765) 868-7030
1101 W Superior St
Kokomo, IN
 
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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