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Retirement Planners Sumner WA

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 Sumner, WA that will answer all of your questions about Retirement Planners.

Troy Sapp
Commencement Financial Planning, LLC
(253) 820-6432
611 N. Fife Street
Tacoma, WA
Expertises
Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Tax Planning, Ongoing Investment Management, High Net Worth Client Needs, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Ms. Jeanette Wheeler, CFP®
(253) 446-1957
3021 Meridian Ave E
Edgewood, WA
Firm
Financial Network
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Service Professionals

Data Provided by:
Mr. Joseph R Cilley, CFP®
(253) 435-4943
222 39th Ave SW
Puyallup, WA
Firm
US Bancorp Investments, Inc.
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Frank Vincent Gallo, CFP®
(253) 770-8118
2832 S Meridian
Puyallup, WA
Firm
Financial Planners Northwest
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management, Real Estate
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Robert K. Shaw, CFP®
(360) 893-0620
PO Box 1360
Orting, WA
Firm
Robert K Shaw, CFP
Areas of Specialization
Investment Planning, Retirement Planning

Data Provided by:
Mr. Matthew Scott Weber, CFP®
(253) 445-2423
2921 5th Ave NE Ste 150
Puyallup, WA
Firm
Thrivent Financial
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

Data Provided by:
Mr. Peter John Laney, CFP®
(253) 848-1642
11627 62nd Ave E
Puyallup, WA
Firm
Mountain View Financial Planni
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Scott P. Hurst, CFP®
(253) 770-1113
2832 S Meridian
Puyallup, WA
Firm
Scott P. Hurst & Associates
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Investment Management, Long-Term Care

Data Provided by:
Mr. Donald W. Coplin, CFP®
(253) 848-2840
315 39th Ave SW
Puyallup, WA
Firm
Edgecombe & Coplin Wealth Stra
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Robert B. Gulrajani, CFP®
(253) 435-4485
9204 150th Street Ct E
Puyallup, WA
Firm
Robert B Gulrajani, CPA
Areas of Specialization
Accounting, Comprehensive Financial Planning, Debt Management, Estate Planning, General Financial Planning, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $100,000 or less

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



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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