Hunting Financial Planners Southaven MS

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Dianne Berry
Berry Financial Services, Inc.
(901) 757-4447
1917 Hazelton Drive
Germantown, TN
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Financial Issues Between Generations, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Mr. William S. Regenold Iii, CFP®
(901) 757-5757
2176 West St Ste 110
Germantown, TN
Firm
Shoemaker Financial

Data Provided By:
Mr. David G. Metzger, CFP®
(901) 758-9006
6800 Poplar Ave.
Memphis, TN
Firm
Legacy Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management, Risk Management, Wealth Management, Young Professionals

Data Provided By:
Mr. George A. Fowler, CFP®
(901) 756-8227
3066 Fountainside Dr
Germantown, TN
Firm
Fowler Insurance & Employee Benefits, Inc
Areas of Specialization
Asset Allocation, Estate Planning, Healthcare Planning, Life Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mr. John C. Miller, CFP®
(901) 754-5061
2137 S Germantown Rd
Germantown, TN
Firm
Edward Jones

Data Provided By:
Mr. Arun K. Kaushal, CFP®
(901) 687-6135
3896 Lamar Ave
Memphis, TN
Firm
Aone Financials Inc
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Cross-Border Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. E Charles Jalenak, CFP®
(901) 758-9006
6800 Poplar Avenue, Suite 101
Memphis, TN
Firm
Legacy Wealth Management, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Donald Keith Kirk Jr., CFP®
(901) 312-5085
9037 Poplar Ave Ste 102
Germantown, TN
Firm
Professional Advisor Associati
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided By:
Mr. Robin K Sievers Jr., CFP®
(901) 758-9006
6800 Poplar Ave
Memphis, TN
Firm
Legacy Wealth Management
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. Matthew W Bailey, CFP®
(901) 756-5667
1916 Exeter Rd
Germantown, TN
Firm
Pathway Financial Services

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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