Financial Planners Casper WY

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Connie Brezik
Asset Strategies, Inc.
(307) 266-4525
111 West 2nd Street, Suite 608
Casper, WY
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, PFS

Mrs. Connie M. Brezik, CFP®
(307) 266-4525
111 W. 2nd
Casper, WY
Firm
Asset Strategies, Inc.
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Retirement Planning

Data Provided by:
Lonnie Bull, CFP®
(307) 232-2158
210 S Wolcott St
Casper, WY
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: Not Applicable



Data Provided by:
Wells Fargo - Casper Downtown Mb
(307) 235-7699
141 N Wolcott St
Casper, WY
Type
Motor Bank
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

US Bank - Casper Office
(307) 473-2324
111 S Durbin
Casper, WY
Languages
Spanish
Drive Up Hours
Mon 08:00 am to 05:00 pm
Tue 08:00 am to 05:00 pm
Wed 08:00 am to 05:00 pm
Thur 08:00 am to 05:00 pm
Fri 08:00 am to 06:00 pm

Mr. Shawn Michael Porter, CFP®
(307) 235-4368
PO Box 40
Casper, WY
Firm
First Interstate Bank Wealth Management
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mrs. Brenda J Janikowski, CFP®
(307) 266-4525
111 W 2nd Street Suite 608
Casper, WY
Firm
Asset Strategies, Inc
Areas of Specialization
Comprehensive Financial Planning, Investment Management

Data Provided by:
Wells Fargo - Casper Downtown
(307) 266-1100
234 E 1St St
Casper, WY
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Wells Fargo - Wyoming
(866) 471-7737
234 E 1St St 2Nd Flr
Casper, WY
Type
Private Client Services
Office Hours
Mon-Fri 08:00 AM-05:00 PM
Sat-Sun Closed After Hours call toll free: 1-866-460-8470

Wells Fargo - Casper East
(307) 235-7863
4141 E 2Nd St
Casper, WY
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Data Provided by:

Number Crunch

Surviving a Stre$$ful Economy

By Lisa James and Allan Richter

March 2009

Our country is facing the kind of economic crisis we haven't seen since
the Great Depression, and you're probably worried about your financial security.
Learn how to protect yourself against the psychological and physical fallout.

First the housing market imploded, then the banks stumbled, then sales of cars and other durable goods fell with an ominous thud. As a result layoffs have ravaged some of the country's biggest corporate icons: 10,000 jobs lost at Boeing, 10,000 at GM, 7,200 at Caterpillar, 6,700 at Starbucks.

The federal government counted nearly 4.8 million Americans receiving unemployment benefits at the end of January, with no end in sight.

You can find the victims of an economy in free fall everywhere. Emily, 56, and Marie, 47, were both among 50 people laid off in December from the IT department of a New York electronics firm. Even as they seek career counseling at a suburban New York State Labor Department office, Emily and Marie (who asked that their last names not be used) both fear that they are overqualified in whatever is left of today's job market. As Emily puts it, "Age is against us. Our experience is against us. We understand we have to take cuts in salary." Marie adds, "We're re-learning how to interview."

The Health Toll of a
Bad Economy

55%
People age 45 and older who are concerned about being able to afford healthcare

22%
Those who have delayed seeing a practitioner

16%
Those who have cut back on preventive care

Comparisons have been drawn between the current crisis and the Great Depression - and with good reason. "We haven't seen anything of this magnitude for 70 years," says Barry Shore, PhD, professor of decision sciences at Whittemore School of Business and Economics, University of New Hampshire.

Some people are drowning in economically driven fear. One of them was Ervin Lupoe of Wilmington, California; both he and his wife, Ana, had lost their jobs at Kaiser Permanente West Los Angeles Medical Center. Police say that on the night of January 27 Lupoe shot his wife and five children before killing himself the next morning. Between the mortgage company and the IRS the Lupoes owed $17,500, with thousands more on a home equity credit line.

Such tragic stories may be rare but the effects of economic stress are not. In a 2007 survey by the American Psychological Association (APA), 74% of Ameri­cans rated work as a "significant source" of stress, with money right behind at 73%. This was before the current crisis started; it would be hard to imagine that those figures are any lower now.

Long Shadows

As grim as they are, unemployment numbers tell only part of the story. According to a survey by the American Association of Retired Persons (AARP), nearly 60% of all Americans 45 and older have lost money on their investments, including their 401(k)s, and o...

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