Financial Planners Henderson NV

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Christopher Jones
Sparrow Wealth Management
(877) 330-9191
870 Seven Hills Drive
Henderson, NV
Expertises
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Advising Entrepreneurs, Professional Athletes or Entertainers, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Christopher Baum
Vannoy Advisory Group, Inc.
(702) 799-9720
Las Vegas
Las Vegas, NV
Expertises
Retirement Plan Investment Advice, Advising Employee Benefit Plan Participants, Planning Issues for Business Owners, Advising Medical Professionals, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Richard Wesley Mcglaughlin, CFP®
(702) 873-7083
4600 E Sunset Rd
Henderson, NV
Firm
Integrated Financial Services
Areas of Specialization
Employee and Employer Plan Benefits

Data Provided by:
Mr. James A. Foster Iii, CFP®
1452 W Horizon Ridge Pkwy # 258
Henderson, NV
Firm
none

Data Provided by:
Mr. Carlo F. Mendoza, CFP®
(702) 547-2920
450 N Stephanie St # 600
Henderson, NV
Firm
Merrill Lynch Bank & Trust Co., Fsb
Areas of Specialization
Asset Allocation, Banking, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Greg Phelps
REDROCK WEALTH MANAGEMENT, LLC
(702) 987-1607
9480 S. Eastern Ave.
Las Vegas, NV
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, High Net Worth Client Needs, Financial Psychology/Coaching, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®, CLU

Mr. Steve D Vallender, CFP®
(702) 526-0297
2625 N Green Valley Pkwy #125
Henderson, NV
Firm
Pinnacle Tax Advisors
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Retirement Income Management
Key Considerations
Average Net Worth: Not Applicable



Data Provided by:
Mr. Joe O. Luby Iii, CFP®
(702) 451-1158
1055 Whitney Ranch Dr Ste 110
Henderson, NV
Firm
Financial Solutions Inc
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Planning, Real Estate, Tax Planning

Data Provided by:
Mrs. Denise J. Wilcox, CFP®
(702) 939-4920
1489 W Warm Springs Rd Ste 110
Henderson, NV
Firm
Wilcox Advisors, Inc.
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. David B. Shoaff, CFP®
(702) 547-4208
400 N Stephanie St Ste 140
Henderson, NV
Firm
Merrill Lynch
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
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

Local Events

SNA Annual National Conference 2018 - School Nutrition Association
Dates: 7/8/2018 – 7/11/2018
Location:
Venue TBD Las Vegas
View Details