Being Wise with your Windfall Greensboro NC

It is human nature to immediately think of all the things that you would like to buy with the windfall money. However, without a plan, the money could be gone before you know it and leave you with not much to show for it. Make sure you have an adequate savings cushion and begin paying down your debt before you fritter it away.

Dennis Stearns
Stearns Financial Services Group, Inc.
(800) 881-7374
324 W. Wendover Avenue, Suite 204
Greensboro, NC
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, High Net Worth Client Needs, Planning Issues for Business Owners, Estate & Generational Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, MSFS

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. R. Sherwood Greer, CFP®
(336) 272-5680
328 E. Market Street
Greensboro, NC
Firm
Oak Ridge Wealth Management

Data Provided by:
Mr. Warren David Wise, CFP®
(336) 852-8455
3515 W. Market St. #100
Greensboro, NC
Firm
LPL Financial Services
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Ms. Bonnie Scull Cienek, CFP®
(336) 230-0071
333 N Greene St Ste 506
Greensboro, NC
Firm
Triad Financial Advisors, Inc.

Data Provided by:
M.James McKee
Stearns Financial Services Group, Inc.
(800) 881-7374
324 W. Wendover Avenue, Suite 204
Greensboro, NC
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, ChFc, CLU, CPA, MBA

Mr. Arthur A. Herzog Iii, CFP®
(336) 294-1811
3515 W Market St Ste 100
Greensboro, NC
Firm
Pinsker Wealth Management

Data Provided by:
Mr. Jon L Spillman, CFP®
(336) 335-1111
1202 W. Friendly Avenue
Greensboro, NC
Firm
Edward Jones Investments

Data Provided by:
Ms. Suzanne C. Wilcox, CFP®
(336) 217-0151
300 N Greene St Ste 2150
Greensboro, NC
Firm
Wells Fargo
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: Not Applicable



Data Provided by:
Ms. Karen C. Kahn, CFP®
(336) 378-4018
300 N Greene St Ste 600
Greensboro, NC
Firm
Wells Fargo Private Bank

Data Provided by:
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