Financial Planners Montrose CO

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Adam J. Miller, CFP®
(970) 249-9900
1100 S Townsend Ave
Montrose, CO
Firm
Elderado Financial
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Wealth Management

Data Provided by:
Mr. Robert J. Tesch, CFP®
(970) 240-1011
400 E Main St
Montrose, CO
Firm
Wells Fargo PCS
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Special Needs Planning, Wealth Management
Key Considerations
Average Net Worth: $5,000,001 or more

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

Profession: Not Applicable

Data Provided by:
Wells Fargo - Montrose South
(970) 249-2000
1475 S Townsend Ave
Montrose, CO
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Wells Fargo - Montrose
(970) 249-2000
400 E Main St
Montrose, CO
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Advisers Investment Managagement, Inc.
(866) 785-0180
1007 S. 3rd. St
Montrose, CO
Expertises
retirement planning, 401(k) rollovers, investment management
Designations
CFP

Mr. Gary D. Bean, CFP®
(970) 240-3997
400 E Main St
Montrose, CO
Firm
Wells Fargo Advisors, LLC.
Areas of Specialization
Wealth Management

Data Provided by:
Wells Fargo - Montrose Mb
(970) 249-2000
402 S 1St St
Montrose, CO
Type
Motor Bank
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

US Bank - Montrose Office
(970) 240-6000
1500 E Oak Grove Rd
Montrose, CO
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
Sat 09:00 am to 12:00 pm

Elderado Financial
(970) 249-9900
1100 S. Townsend Ave
Montrose, CO
 
Alpha & Omega Financial Svc
(970) 252-1808
125 Colorado Ave # A
Montrose, CO

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...

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