Being Wise with your Windfall Winston Salem 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.

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. J. Thomas Knight, CFP®
(888) 976-9726
301 N Main St Ste 2478
Winston Salem, NC
Firm
Winston Paul Capital Management, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

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:
Mr. Donald E. Brown, CFP®
(336) 723-1220
524 N. Trade St.
Winston Salem, NC
Firm
Blue Rock Advisors

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:
Robbie O'Neil Chandler, CFP®
(336) 734-1039
100 N Main St Ste 2400
Winston Salem, NC
Firm
Deutsche Bank Alex Brown
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Melissa W. Combs, CFP®
(336) 732-3545
100 N Main St
Winston Salem, NC
Firm
Wells Fargo Advisors
Areas of Specialization
Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Planning for Couples, Retirement Planning, Wealth Management, Women's Finances

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

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