4 Frugal Tips for 30-Something Winston Salem 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.

Barry Swaim
Wealth Management Group, Inc.
(336) 760-4829
3401 Healy Drive
Winston-Salem, NC
Expertises
Retirement Plan Investment Advice, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management, Middle Income Client Needs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mrs. Laura E. Banasiewicz, CFP®
(336) 774-2808
P.O. Box 26043
Winston Salem, NC
Firm
Allegacy Investment Group

Data Provided by:
Mr. Joshua R Donley, CFP®
(336) 464-9966
101 N Cherry St Ste 504
Winston Salem, NC
Firm
Mosaic Capital Management, LLC
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management
Key Considerations
Profession: Medical/Dental Professionals

Data Provided by:
Mr. Jeremy Landon Stanley, CFP®
(336) 714-7400
100 N Cherry St Ste 350
Winston Salem, NC
Firm
LPL Financial Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Joe Boone
942 W. 4th Street 202
Winston Salem, NC
Years Experience
Years Experience: 8
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insurance,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning,Asset Protection Strategies & Planning,Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Pri

Data Provided by:
Gregory Yahn
Yahn Financial Planning
(336) 478-2363
7800 Airport Center Drive, Suite 401
Greensboro, NC
Expertises
Middle Income Client Needs, Investment Advice without Ongoing Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. George H. Knostman Iv, CFP®
(336) 884-0410
Sharrard, McGee & Co., P.A.
High Point, NC
Firm
Sharrard McGee & Company

Data Provided by:
Mr. Charles J. Wondra, CFP®
(336) 747-8919
1 W 4th St
Winston Salem, NC
Firm
Abbot Downing
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $1,000,001 or more

Profession: Business Executives

Data Provided by:
Timothy Ray Pollard, CFP®
(336) 714-7400
100 N Cherry St Ste 350
Winston Salem, NC
Firm
LPL Financial
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Retirement Planning, Small Business Planning, Wealth Management

Data Provided by:
Mr. Robert D. Saunders, CFP®
(336) 721-9209
100 N Main St
Winston Salem, NC
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Estate Planning, General Financial Planning, Insurance Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided by:
Data Provided by: