Hunting Financial Planners Wausau WI

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Thomas Batterman
Vigil Trust & Financial Fiduciaries
(715) 848-8110
501 3rd Street
Wausau, WI
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CTFA, JD

Mr. Gregory P. Freeman, CFP®
(715) 848-2911
1 Corporate Dr Ste 602
Wausau, WI
Firm
Stifel Nicolaus
Areas of Specialization
Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Thomas J. Murphy, CFP®
(715) 848-3474
2610 Stewart Avenue
Wausau, WI
Firm
Midwest Professional Planners
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Kevin J. Snow, CFP®
(715) 848-3778
1907 N Mountain Rd
Wausau, WI
Firm
Equity Design Group

Data Provided By:
Mrs. Patricia J. Baker, CFP®
(715) 847-4601
Post Office Box 209
Wausau, WI
Firm
M&I Wealth Management

Data Provided By:
Mr. Scott E Wildman, CFP®
(715) 843-8504
One Corporate Drive
Wausau, WI
Firm
Stifel Nicolaus
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

Data Provided By:
Mr. Edward C Fox Iii, CFP®
(715) 849-3697
505 S 24th Ave Ste 304
Wausau, WI
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

Data Provided By:
Ms. Karen J. Giese, CFP®
(715) 849-9898
2620 Stewart Ave Ste 116
Wausau, WI
Firm
Wells Fargo Financial Advisors
Areas of Specialization
Retirement Income Management, Retirement Planning, Risk Management, Securities, Small Business Planning, Social Security Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Gregory H. Schield, CFP®
(715) 421-2910
903 S 17th Avenue
Wausau, WI
Firm
American Express Finl Advisors

Data Provided By:
Mr. Terry J. Knoll, CFP®
(715) 301-1618
PO Box 1725
Wausau, WI
Firm
WoodTrust Bank, N.A.
Areas of Specialization
Banking, Employee and Employer Plan Benefits, General Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

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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