Financial Planners Brevard NC

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Brevard, NC that can help answer your questions about Financial Planners.

Jon Green
Encompass Advisors, Ltd.
(828) 884-8840
10 Encompass Plaza
Brevard, NC
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, JD, MBA

Mr. Jon R. Green, CFP®
(828) 884-8840
PO Box 88
Brevard, NC
Firm
ENCOMPASS Advisors
Areas of Specialization
Investment Management, Retirement Planning, Risk Management, Tax Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $500,001 - $1,000,000

Profession: Not Applicable

Data Provided By:
Mr. Dean R. St. Marie, CFP®
(828) 884-5600
93 N Broad St Ste B
Brevard, NC
Firm
St. Marie Financial | LPL Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Elder Care, General Financial Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mr. Andrew C Stratton, CFP®
(828) 862-8075
1027 Richland Ridge Rd
Lake Toxaway, NC
Firm
Self-Employed
Areas of Specialization
Employee and Employer Plan Benefits, General Financial Planning, Investment Planning, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mrs. Dollie Beddingfield Smith-Feldmeth, CFP®
(828) 393-1311
1620 Asheville Hwy
Hendersonville, NC
Firm
Dixon Hughes Goodman Wealth Advisors
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, General Financial Planning, Investment Planning, Retirement Planning, Sudden Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. George B. Lee, CFP®
(828) 884-2021
PO Box 645
Brevard, NC
Firm
George B. Lee, CFP(R), CPA
Areas of Specialization
Estate Planning

Data Provided By:
Ms. Anna Gay Winget Vasadze, CFP®
(828) 551-0321
190 Jay Bird Rd
Brevard, NC

Data Provided By:
Mr. James D. Fortune, CFP®
(828) 883-9513
PO Box 1055
Brevard, NC
Firm
Tax Deferred Services

Data Provided By:
Ms. Lyn M. Wilson, CFP®
(828) 696-7474
PO Box 749
Hendersonville, NC
Firm
First Citizens Bank
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning

Data Provided By:
Mrs. Renita M Mcdougal, CFP®
(828) 696-4318
Wachovia Bank
Hendersonville, NC
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Life Planning, Life Transitions
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina