Wealth Management Angola IN

High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.

Mr. Adam August Smith, CFP®
(260) 624-2108
2310 N Wayne St Ste A
Angola, IN
Firm
FM Investment Services
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mrs. Alicia K. Cole, CFP®
(517) 278-1569
100 W Chicago St
Coldwater, MI
Firm
Century Bank and Trust

Data Provided by:
Fifth Third Bank
(260) 668-8845
Angola, 100 Growth Parkway
Angola, IN
Office Hours
M-F 9-5; SA 9-12
Drive Up Hours
M-TH 9-5; F 9-6; SA 9-12

Edward Jones
(888) 891-1440
103 W Chicago St
Bronson, MI

Data Provided by:
Michael Kalscheur
Castle Wealth Advisors, LLC
(317) 849-9559
9820 Westpoint Drive, Suite 200
Indianapolis, IN
Expertises
Retirement Planning & Distribution Rules, College/Education Planning, Tax Planning, Estate & Generational Planning Issues, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®

Ms. Rhonda L. Hanson, CFP®
(260) 668-8800
2310 N Wayne St
Angola, IN
Firm
Edward Jones Investments

Data Provided by:
Wells Fargo - Angola
(260) 665-9484
2204 N Wayne St
Angola, IN
Type
Branch
Office Hours
Mon-Fri 08:30 AM-06:00 PM
Sat 08:30 AM-02:00 PM
Sun Closed

Edward Jones
(888) 891-1467
109 E Toledo St
Fremont, IN

Data Provided by:
Elaine Bedel
Bedel Financial Consulting, Inc.
(317) 843-1358
3815 River Crossing Pkwy. Ste 120
Indianapolis, IN
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Joseph Harowski
Smart Choice Financial Planning, Inc.
(219) 682-7544
9421 Joliet St.
St. John, IN
Expertises
Middle Income Client Needs, Planning Issues for Business Owners, Retirement Plan Investment Advice, Ongoing Investment Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

Data Provided by:

Wealth Management

By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.com

Benefits of Estate Planning

Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.

Let’s start with the benefits. An estate plan allows you to:

1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....

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