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Retirement Planners Roy UT

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 Roy, UT that will answer all of your questions about Retirement Planners.

Mr. Brett N. Karras, CFP®
(801) 825-3000
4695 S 1900 W
Roy, UT
Firm
The Karras Company, Inc.
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mr. Billy C. Peterson, CFP®
(801) 475-4002
1523 E. Skyline Dr
So. Ogden, UT
Firm
Raymond James Financial Services
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. J. Scott Cannon, CFP®
(801) 525-2300
1412 S. Legend Hills Dr. st. 230
Clearfield, UT
Firm
Nortwestern Mutual

Data Provided by:
Mr. Jeff Von Colln, CFP®
(801) 479-5254
204 25th St
Ogden, UT
Firm
LPL Financial
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Calvin Don Welling, CFP®
(801) 399-5409
2225 Washington Blvd
Ogden, UT
Firm
Heritage Financial Group Inc
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Rory Richard Peterson, CFP®
1412 S Legend Hills Dr #336
Clearfield, UT
Firm
Ameriprise Financial Services, Inc.

Data Provided by:
Mr. Rick B. Stanzione (RFC®), CSA
(801) 622-5774
5319 South Adams Ave,
Washington Terrace, UT
Company
R & R Group, Inc.
Qualifications
Education: BA Edinbor UniversityAssoc from Forbes Road East. Various securities licenses.
Years of Experience: 33
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Seminars Work, Employee Benefits, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Education Plan, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided by:
Mr. Steven Jay Davis, CFP®
(801) 621-0721
257 37th St
Ogden, UT
Firm
Steven Davis & Associates P.C.

Data Provided by:
Mr. Brett M. Alexander, CFP®
(801) 627-0252
P.O. Box 708
Ogden, UT
Firm
Cash Flow Investment Services L.L.C.

Data Provided by:
Mr. Douglas J. Herdt, CFP®
(801) 784-5200
1725 E. Legend Hills Dr.
Clearfield, UT
Firm
Cambridge Financial Center

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