Financial Planners Dunn NC

This page provides useful content and local businesses that can help with your search for Financial Planners. You will find helpful, informative articles about Financial Planners, including "Number Crunch". 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 Dunn, NC that will answer all of your questions about Financial Planners.

Jon Jonathan Gregory
5401 Plain View Hwy.
Dunn, NC
Service
CD Alternative,Health Care Insurance,Long-Term Health Care Planning,Asset Protection Strategies & Planning,Income for Life/ Preserve Principal,Disability Insurance,Annuities,Insurance & Risk Management Planning,High Yield Bank Accounts,Medicare Planning,Life Insurance,Annuity Ideas & Strategy Planning

Data Provided by:
SunTrust Bank
(910) 892-1195
2100 W Cumberland Street
Dunn, NC
Type
ATM, Branch, Drive-Thru
Office Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:
Drive Up Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:

Richard Manske
Parsec Financial Management, Inc.
(828) 255-0271 Ext: *812
PO Box 2324
Asheville, NC
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®

Erin Campbell
Beacon Financial Strategies
(919) 321-8625
8376 Six Forks Road, Suite 202
Raleigh, NC
Expertises
Tax Planning, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Jeff Seymour
Triangle Wealth Management LLC
(919) 654-7321
1000 Centre Gren Way
Cary, NC
Expertises
Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Ongoing Investment Management, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BSEE, CFP®

Mr. Jeffrey Wayne Walker, CFP®
(800) 766-2423
PO Box 1359
Lillington, NC
Firm
Central Carolina Financial Pla
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Profession: Not Applicable

Data Provided by:
SunTrust Bank
(910) 897-7777
101 N 13th Street
Erwin, NC
Type
ATM, Branch, Drive-Thru
Office Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:
Drive Up Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:

Craig Schmith
Craig Schmith
(919) 272-5054
2530 Meridian Parkway, Suite 300
Durham, NC
Expertises
Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Thomas Tillery
Paraklete Financial, Inc.
(919) 872-0192
3120 Highwoods Blvd., Suite 207
Raleigh, NC
Expertises
Investment Advice without Ongoing Management, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU, CRPC, MSFS, EdM

Benjamin Birken
Woodward Financial Advisors, Inc.
(919) 929-2495 Ext: 3
1504 East Franklin Street, Suite 105
Chapel Hill, NC
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management, Hourly Financial Planning Services, College/Education Planning, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFP®

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...

Click here to read the rest of this article from Energy Times