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Retirement Planners Valley AL

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 Valley, AL that will answer all of your questions about Retirement Planners.

Mr. Leavitt Freeman Sanders, CFP®
(706) 645-8201
PO Box 605
West Point, GA
Firm
Leavitt Financial Group Inc

Data Provided by:
Mr. James W. Fogal, CFP®
(334) 332-2033
2210 Gateway Dr Ste D
Opelika, AL
Firm
Fogal Financial Group
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Mr. James D. Bolton, CFP®
(888) 599-9651
3120 Frederick Rd Ste G
Opelika, AL
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Intergenerational Planning, Investment Management, Long-Term Care

Data Provided by:
Mr. Kyle W. Crawford, CFP®
(706) 882-7557
201 Ridley Ave
Lagrange, GA
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided by:
Bank of America - West Point
(706) 645-1151
599 Third Ave.
West Point, GA
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-5
Saturday 9-1
Sunday Closed
Drive Up Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-5
Saturday 9-1
Sunday Closed

Mr. Kendrick G. Smith, CFP®
(706) 489-3089
PO Box 1588
Pine Mountain, GA
Firm
Independent Financial Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided by:
Mr. Jerry D. Mccreary, CFP®
(334) 821-1300
3120 Frederick Rd
Opelika, AL
Firm
MorganStanley SmithBarney
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Nathan A Kastner, CFP®
(334) 749-5001
1800 Airport Road
Opelika, AL
Firm
Smith-Kastner Wealth Management, LLC
Areas of Specialization
Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. James R Davidson Sr., CFP®
(706) 883-3454
301 Church St
Lagrange, GA
Firm
SunTrust Investment Services
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Wells Fargo - Hamilton
(706) 628-4221
141 N College St
Hamilton, GA
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat-Sun Closed

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