Financial Planners Garner 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 Garner, NC that can help answer your questions about Financial Planners.

Chad Smith
Financial Symmetry, Inc.
(919) 851-8200 ext 202
1511 Sunday Dr. Suite 120
Raleigh, NC
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Cash Flow/Budgets/Credit Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Michael Palmer
Trust Company of the South
(919) 781-8287
3600 Glenwood Ave. Suite 210
Raleigh, NC
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Jeff Seymour
Triangle Wealth Management LLC
(919) 654-7321
1000 Centre Gren Way
Cary, NC
Expertises
Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Ongoing Investment Management, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BSEE, CFP®

Holly Nicholson
Financial Planning Services, Inc.
(919) 676-2806
700 Exposition Place, #131
Raleigh, NC
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Divorce Planning, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

Mr. Bradley Clyce Breeding, CFP®
(919) 773-2333
250 New Fidelity Ct
Garner, NC
Firm
Carolina Benefits & Planning,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

Data Provided By:
Allison Berger
Financial Symmetry, Inc.
(919) 851-8200 ext 202
1511 Sunday Dr. Suite 120
Raleigh, NC
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, College/Education Planning, Middle Income Client Needs, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Thomas Tillery
Paraklete Financial, Inc.
(919) 872-0192
3120 Highwoods Blvd., Suite 207
Raleigh, NC
Expertises
Investment Advice without Ongoing Management, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU, CRPC, MSFS, EdM

Chip Hymiller
Beacon Financial Strategies
(919) 321-8625
8376 Six Forks Road, Suite 202
Raleigh, NC
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Financial Issues Between Generations, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Erin Campbell
Beacon Financial Strategies
(919) 321-8625
8376 Six Forks Road, Suite 202
Raleigh, NC
Expertises
Tax Planning, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Ms. Gwen N. Barringer, CFP®
(919) 582-2121
107 Glenwood Avenue
Raleigh, NC
Firm
Capital Investment Group
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Service Professionals

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