Financial Planners Virginia Beach VA

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 Virginia Beach, VA that will answer all of your questions about Financial Planners.

Marshall H. Groom, Jr.
Groom Financial Advisory
(804) 716-2100
4445 Corporation Lane, Suite 200
Virginia Beach, VA
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Estate & Generational Planning Issues, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

Ron Pearson
Beach Financial Advisory Service
(757) 428-6634
6204 Ocean Front Avenue
Virginia Beach, VA
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MA

Vivian Honeycutt CFP(R)
Honeycutt Financial Services, LLC
(757) 962-7522
676 Independence Pkwy #120
Chesapeake, VA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Planning Issues for Business Owners, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Gerald B. Rex, CFP®
(757) 333-7377
2940 N Lynnhaven Rd
Virginia Beach, VA
Firm
Cornerstone Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable



Data Provided by:
Mr. Devon Chandler, CFP®
295 Bendix Rd Ste 150
Virginia Beach, VA
Firm
Ameriprise Financial

Data Provided by:
Jim Flinchum
Bay Capital Advisors, LLC
(757) 963-5699
2309 Mariner's Mark Way, Suite 401
Virginia Beach, VA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, High Net Worth Client Needs, Hourly Financial Planning Services, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®, CIMA

Robert Tull
Tull Financial Group, Inc.
(757) 436-1122
640 Independence Parkway, Suite 300
Chesapeake, VA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Tax Planning, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

William Edwards
Financial Management Consultants of Virginia
(757) 498-7028
249 Elon Court
Virginia Beach, VA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, ChFc

Mr. William H. Sheavly, CFP®
(757) 340-7006
324 Southport Cir Ste 103
Virginia Beach, VA
Firm
The Sheavly Financial Group, I
Areas of Specialization
Asset Allocation, Charitable Giving, Investment Management, Investment Planning, Retirement Planning, Securities, Socially Responsible Investments
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Mr. Enrique L Tomeu, CFP®
(757) 486-0114
613 North Lynnhaven Road
Virginia Beach, VA
Firm
Financial Security
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Medical/Dental Professionals

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