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Retirement Planners Roanoke VA

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 Roanoke, VA that will answer all of your questions about Retirement Planners.

Andrew Hudick
Fee-Only Financial Planning, L.C.
(540) 342-7102
355 Campbell Avenue SW
Roanoke, VA
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

James Pearman
Partners in Financial Planning, LLC
(540) 444-2930
421 South College Avenue
Salem, VA
Expertises
Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Advising Medical Professionals, Charitable Giving - Trusts & Foundations, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. Bruce H. Harrison, CFP®
(540) 204-9310
24 Church Ave SE
Roanoke, VA
Firm
Harrison & Company Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management, Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
John H. Saunders, CFP®
(540) 855-3380
10 S. Jefferson St.; Suite 1050
Roanoke, VA
Firm
UBS Financial Services Inc.
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $5,000,001 or more

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

Profession: Not Applicable

Data Provided by:
Mr. Maynard L. Keller Jr., CFP®
(540) 904-1670
PO Box 11785
Roanoke, VA
Firm
American Financial Planning, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Tax Preparation
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Cynthia Petzold
CommonWealth Financial Planning, LLC
(540) 772-0474
PO Box 21164
Roanoke, VA
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Pamela Poldiak
Partners in Financial Planning, LLC
(540) 444-2930
421 South College Avenue
Salem, VA
Expertises
Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Helping Clients Identify & Achieve Goals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Lisa Angle, CFP®
(540) 985-5425
114 Market St SE Ste 200
Roanoke, VA
Firm
Merrill Lynch Group, Inc.
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, Intergenerational Planning

Data Provided by:
Mr. Dan Green, CFP®
(540) 510-3700
10 S Jefferson St Ste 910
Roanoke, VA
Firm
Wells Fargo Advisors, LLC.

Data Provided by:
Mr. Ian Mcdade, CFP®
(212) 415-7390
114 Market St SE Ste 200
Roanoke, VA
Firm
Merrill Lynch

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