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Retirement Planners Huntersville NC

This page provides useful content and local businesses that can help with your search for Retirement Planners. You will find helpful, informative articles about Retirement Planners, including "Planning for Retirement". 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 Huntersville, NC that will answer all of your questions about Retirement Planners.

Cheryl Sherrard
Rinehart Wealth Management
(704) 374-0646
521 E. Morehead Street, Suite 580
Charlotte, NC
Expertises
Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, Women's Financial Planning Issues, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, AAMS, ATP, CFP®

Giles Almond
Matrix Wealth Advisors, Inc.
(800) 493-3323
831 East Morehead Street, Suite 760
Charlotte, NC
Expertises
Advising Medical Professionals, Ongoing Investment Management, Planning Issues for Business Owners, High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CIMA, CPA/PFS

Brian Terry
Cornerstone Financial Planners, LLC
(704) 906-2919
3533 Keithcastle Court
Charlotte, NC
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, Insurance Related Issues, including Annuities, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Matthew E. Campbell, CFP®
(704) 534-1294
16507-D Northcross Dr
Huntersville, NC
Firm
Fulcrum Capital Partners, LLC
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Ms. Kathleen A. Canty, CFP®
(704) 875-8949
8909 Taunton Dr
Huntersville, NC

Data Provided by:
Marilyn Spencer
Rinehart Wealth Management
(704) 374-0646
521 E. Morehead Street, Suite 580
Charlotte, NC
Expertises
Tax Planning, College/Education Planning, Women's Financial Planning Issues, Middle Income Client Needs, Socially Responsible Investments, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Jonie Parks
Matrix Wealth Advisors, Inc.
(800) 493-3323
831 East Morehead Street, Suite 760
Charlotte, NC
Expertises
Advising Medical Professionals, Cash Flow/Budgets/Credit Issues, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Michael P Brunn, CFP®
(704) 895-3771
403 Gilead Rd.
Huntersville, NC
Firm
Ameriprise Financial

Data Provided by:
Mr. Dean B Williamson, CFP®
(704) 892-1280
16315-A Northcross Drive
Huntersville, NC
Firm
Raymond James Financial Services, Inc./Williamson Wealth Group, Inc.
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Kyle W. Lambeth, CFP®
(704) 892-3038
16700 Statesville Rd
Huntersville, NC
Firm
Wells Fargo Advisors

Data Provided by:
Data Provided by:

Planning for Retirement

In the November issue of Veterinary Practice News, Mark Crootof, DMV, discusses how practice owners can plan for retirement. In this Web exclusive, he finishes up with the question of what to do with yourself once it's all said and done.

The last question to ask while planning for retirement seems obvious, but it's one which most veterinarians rarely consider: What are you going to do after you retire? Retirement may not be the extended holiday you anticipate. You’ve spent your life working hard and mostly enjoying it, so it’s unreasonable to think that abruptly you’re going to be happy sitting around for the next 30 years.

Sure, a week with your feet up is great, but soon you might find you’re itching for something to do. Because most vets work incessantly in their professional careers, the majority have not cultivated the hobbies that might otherwise fill the empty hours. To avoid post-retirement depression, you should start thinking now of how you would like to spend your time.

That trip to the French Riviera is appealing, but what are you going to do when you return? Maybe volunteer for a library, work on a political cause or lecture at veterinary schools. Or maybe you’d like to become a veterinary consultant and help others avoid making the same mistakes you made. Hey, it worked for me.

Dr. Crootof is president of Crootof Consulting and is a member of the Association of Veterinary Practice Management Consultants and Advisors

Copyright 2009 BowTie Inc.

Click here to read the rest of this article from Veterinary Practice News