Financial Planners Shelton WA

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 Shelton, WA that will answer all of your questions about Financial Planners.

Bruce Stoltenberg
SoundView Advisors
(360) 867-9890
1441 West Bay Drive, Suite 201
Olympia, WA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

Gregory Stapp
Stapp Financial Planning, PLLC
(360) 754-8895
1800 Cooper Point Road SW, Building 10
Olympia, WA
Expertises
Ongoing Investment Management, College/Education Planning, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS, MS

Norman Smith
NR Smith and Associates, PS
(360) 754-9475
2120 Caton Way SW
Olympia, WA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, AAMS, BA, CFP®, CPA/PFS, MBA

Mr. Jack L. Bartz, CFP®
(360) 426-4321
2337 Olympic Hwy. N. Ste 102
Shelton, WA
Firm
Jack L. Bartz, Inc.

Data Provided by:
Ms. Susan E. Mcclure, CFP®
(360) 438-1611
3929 Martin Way E Ste F
Olympia, WA
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

Data Provided by:
Ben Jennings
SoundView Advisors
(360) 867-9890
1441 West Bay Drive, Suite 201
Olympia, WA
Expertises
Ongoing Investment Management, Advising Medical Professionals, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Insurance Related Issues, including Annuities, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU, CPA/PFS

Deborah Kelley
NR Smith and Associates, PS
(360) 754-9475
2120 Caton Way SW
Olympia, WA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Advising Employee Benefit Plan Participants, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, EA

Nancy Nelson
Nancy C. Nelson & Associates, Inc.
(360) 754-2663
5326 110th Avenue SW
Olympia, WA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Mr. Wayne E. Lockwood, CFP®
(425) 281-3482
101 E Fir Tree Ln
Union, WA
Firm
Zacks Investment Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Government and Military, Intergenerational Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Heidi Davis
Columbia Financial Planning, LLC
(425) 943-0001
8 Columbia Key
Bellevue, WA
Expertises
Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Women's Financial Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

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