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Retirement Planners Salisbury 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 Salisbury, NC that will answer all of your questions about Retirement Planners.

Mr. Ronald L. Smith, CFP®
(704) 636-9142
113 Canteberry Dr
Salisbury, NC
Firm
The Smith Foundation

Data Provided by:
Mr. Boyd M. Hough, CFP®
(704) 637-8769
PO Box 2663
Salisbury, NC
Firm
Thrivent Financial for Lutherans
Areas of Specialization
Charitable Giving, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management, Long-Term Care

Data Provided by:
Mr. David P. Miller, CFP®
(704) 502-5229
209 Davis Farm Dr
Salisbury, NC
Firm
Allstate Financial Services

Data Provided by:
Mr. John R. Philpott Jr., CFP®
(704) 633-8300
460 Jake Alexander Blvd W
Salisbury, NC
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Charitable Giving, Estate Planning, Investment Planning, Long-Term Care

Data Provided by:
Mrs. Mary T. Moose (RFC®), CSA, RFP
(704) 857-4924
603 N. Main St
China Grove, NC
Company
Victory Wealth Management, Inc.
Qualifications
Years of Experience: 13
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Fo

Data Provided by:
Mr. Michael Jonathan Wright, CFP®
132 E Innes St
Salisbury, NC
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Jolene Philpott, CFP®
(704) 633-8300
460 Jake Alexander Blvd W
Salisbury, NC
Firm
EDWARD JONES
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. R. Michael Rollins, CFP®
(704) 970-8750
102 Pond View Dr
Salisbury, NC
Firm
MML Investors Services, LLC.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Jason M. Shell, CFP®
(704) 633-2714
430 Jake Alexander Blvd. W
Salisbury, NC
Firm
Raymond James Financial Services, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Mr. Jeffrey D. Hartsock, CFP®
(704) 782-8411
3371 Cloverleaf Pkwy
Kannapolis, NC
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Planning, Long-Term Care

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