4 Frugal Tips for 30-Something Asheville NC

Saving money is hard to do when you have a new family, a new car and/or a new house. Consider these suggestions for stretching your budget.

Robert Blanke
Braeside Financial Planning, LLC
(828) 398-2816
37 Haywood Street, Suite 200
Asheville, NC
Expertises
Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Investment Advice without Ongoing Management, Newlyweds & Novice Investors, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Joel Kelley
Woodstone Financial, LLC
(828) 225-1730
30 Town Square Blvd
Asheville, NC
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, M.Ed.

Richard Manske
Parsec Financial Management, Inc.
(828) 255-0271 Ext: *812
PO Box 2324
Asheville, NC
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®

Kenneth Downer
Kenneth Frenke & Co.
(828) 654-9343
15 Loop Road, Suite 105
Arden, NC
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Cash Flow/Budgets/Credit Issues, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Chris Gregory Amys, CFP®
190 Biltmore Ave
Asheville, NC
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management

Data Provided by:
Al Davis
Davis Financial Planning, LLC
(828) 398-5050
82 Patton Avenue, Suite 720
Asheville, NC
Expertises
Retirement Plan Investment Advice, College/Education Planning, Estate & Generational Planning Issues, Middle Income Client Needs, Tax Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Michael Collie
Collie Financial Planning, Inc.
(828) 654-8830
One Town Square Blvd, Suite 206
Asheville, NC
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CMFC

Bart Boyer
Parsec Financial Management, Inc.
(828) 255-0271 Ext: *812
PO Box 2324
Asheville, NC
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Kenneth Frenke
Kenneth Frenke & Co.
(828) 654-9343
15 Loop Road, Suite 105
Arden, NC
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Financial Issues Between Generations, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Mr. G. Robert Gillis, CFP®
(828) 232-3745
1 Haywood St
Asheville, NC
Firm
Wells Fargo Bank
Areas of Specialization
Banking, Business Succession Planning, Estate Planning, General Financial Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

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