Financial Planners Painesville OH

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Donald Purtill
Purtill Financial LLC
(440) 484-5340
38 Alpha Park
Highland Heights, OH
Ongoing Investment Management, Retirement Plan Investment Advice, High Net Worth Client Needs, Tax Planning, Retirement Planning & Distribution Rules, College/Education Planning
NAPFA Registered Financial Advisor, CPA/PFS, MBA

Mr. Jonathan D Herbruck, CFP®
(440) 358-0605
7466 Auburn Road
Concord , OH
Concord Advisors, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $50,001 - $100,000

Data Provided by:
Ms. Cheryl A. Kurkowski, CFP®
(440) 209-1113
6056 Hopkins Road
Mentor, OH
Cheryl A. Kurkowski, CPA, CFP, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Government and Military, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Randall L. Bliss, CFP®
(216) 328-9600
9930 Johnnycake Ridge Rd
Mentor, OH
ProEquities, Inc.

Data Provided by:
Mr. Jeremiah P. Brudno, CFP®
(440) 209-1765
6081 Andrews Rd.
Mentor on the Lake, OH
Chase Investment Services Corp
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Planning

Data Provided by:
Mr. Robert A. Zappitelli, CFP®
(440) 354-0375
9946 Johnnycake Ridge Rd
Concord, OH
Zappitelli Financial Services
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Arthur R. Shamakian, CFP®
(440) 639-7906
1664 North Shore Drive
Painesville, OH
Optimum Financial Portfolios, Inc.

Data Provided by:
Mr. Thomas E. Austin, CFP®
(440) 346-5381
7923 Munson Rd
Mentor On The Lake, OH
CCO Investment Services
Areas of Specialization
Banking, Comprehensive Financial Planning, General Financial Planning, Investment Planning, Retirement Planning, Wealth Management

Data Provided by:
Mr. Frank J. Feola, CFP®
(440) 974-7110
6956 Spinach Dr
Mentor, OH
New York Life

Data Provided by:
Mr. Albert J Barnabei, CFP®
(440) 255-0338
8405 Munson Road
Mentor, OH
KeyBank National Association
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $1,000,001 or more

Profession: Self-Employed Business Owners

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

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

Those who have delayed seeing a practitioner

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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