Financial Planners Derby KS

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Kedre Mellor
Capital WealthCare Advisors, L.C.
(316) 440-4772
10333 E. 21st Street N., Suite 301
Wichita, KS
Expertises
High Net Worth Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Mr. Jon Marvin Lewis, CFP®
(316) 777-0780
1214 N Rock Rd Ste A
Mulvane, KS
Firm
Edward Jones Investments
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Brent D. Thummel, CFP®
(316) 683-8400
9415 E. Harry
Wichita, KS
Firm
AXA Advisors, LLC

Data Provided by:
Seth D. Asher, CFP®
1635 N Waterfront Pkwy Ste 250
Wichita, KS
Firm
New England Financial

Data Provided by:
Ms. Kathy S. Mikols, CFP®
(316) 652-7005
1861 N Rock Rd
Wichita, KS
Firm
Waddell & Reed
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mr. Ariel Jordan Lee, CFP®
(316) 788-2165
624 N Mulberry Rd
Derby, KS
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Paul F. Rosell, CFP®
(316) 644-9768
2111 S Rosalie St
Wichita, KS
Firm
Rosell Retirement Services

Data Provided by:
Matthew J. Thiessen, CFP®
(316) 425-5812
13111 E 21st St N
Wichita, KS
Firm
Cornerstone Financial LLC

Data Provided by:
Ms. Imelda R. Huhnke, CFP®
(316) 652-7005
1861 N Rock Rd
Wichita, KS
Firm
Waddell & Reed

Data Provided by:
Mr. Don Grant, CFP®
(316) 630-4415
8301 E 21st Street North
Wichita, KS
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Divorce Issues, Intergenerational Planning, LGBT Individuals and Couples, Retirement Income Management, Sudden Wealth Management, Wealth Management, Women's Finances
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Media/Arts Professionals

Data Provided by:
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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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