Wealth Management Appleton WI

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.

Kirt Rezek
Professional Financial Management
(920) 687-2600
200 West Elm Drive, Suite B
Little Chute, WI
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Financial Issues Between Generations, College/Education Planning, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mrs. Kris A. Bougie, CFP®
(920) 628-4564
2000 E Milestone Dr
Appleton, WI
Firm
Thrivent Financial for Lutherans
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Life Transitions, Long-Term Care
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Jeffrey A Jahnke, CFP®
(920) 730-9620
3701 E. Evergreen
Appleton, WI
Firm
Executive Financial Services, LLC
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Kenneth R. Bakula, CFP®
(920) 882-1816
2201 E. Enterprise Ave
Appleton, WI
Firm
Eagle Strategies, LLC
Areas of Specialization
Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Life Transitions, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Andrew Weyker, CFP®
(920) 731-0324
119 N McCarthy Rd Ste E
Appleton, WI
Firm
Ameriprise
Areas of Specialization
Comprehensive Financial Planning, Government and Military, Insurance Planning, Investment Management, Life Transitions, Long-Term Care, Retirement Planning

Data Provided by:
Mr. Jeffrey L. Bergsbaken, CFP®
(920) 628-3008
4321 N Ballard Rd
Appleton, WI
Firm
Thrivent Financial

Data Provided by:
Mr. Warren G. Schneider, CFP®
(920) 882-8371
4620 N Ballard Road
Appleton, WI
Firm
Northwestern Mutual Wealth Man

Data Provided by:
Mr. Nathaniel G Gehring, CFP®
(920) 358-0150
3412 E Lexington Dr
Appleton, WI
Firm
KeatsConnelly
Areas of Specialization
Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Life Planning, Life Transitions, Planning for Couples
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Christopher C Crotty, CFP®
(920) 882-3916
119 N. McCarthy Rd.
Appleton, WI
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided by:
Mr. R. Michael Otto, CFP®
(920) 733-3874
3701 E Evergreen Dr Ste 500A
Appleton, WI
Firm
Kerntke Otto McGlone Wealth Management Group
Areas of Specialization
Investment Management, Retirement Income Management, Retirement Planning

Data Provided by:
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....

Click here to read the rest of this article at Zacks.com

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