Wealth Management Council Bluffs IA

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.

Keith Smith
K.P. Smith Asset Management
(402) 392-0509
9910 N. 48th Street Suite 112
Omaha, NE
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Estate & Generational Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

Michael Karstens
Karstens Investment Counsel, Inc.
(402) 492-2727
10250 Regency Circle, Suite 100
Omaha, NE
Expertises
Advising Medical Professionals, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, AIFA, BS, CFP®

Ms. Linda Anne Yates, CFP®
(712) 256-7183
103 North Ave
Council Bluffs, IA
Firm
ING Financial Partners

Data Provided by:
Mr. Ron E. Dickinson, CFP®
(712) 328-2600
533 S Main St
Council Bluffs, IA
Firm
RE Dickinson Investment Advisors
Areas of Specialization
Accounting, Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Investment Management, Investment Planning, Real Estate
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mrs. Katerina M. Wiese, CFP®
(402) 930-3020
1004 Farnam Street
Omaha, NE
Firm
America First Investment Advisors, LLC

Data Provided by:
Jason Hiley
Karstens Investment Counsel, Inc.
(402) 492-2727
10250 Regency Circle, Suite 100
Omaha, NE
Expertises
Women's Financial Planning Issues, Advising Medical Professionals, College/Education Planning, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. R. Scott Darrah, CFP®
(712) 256-4900
120 S 6th St
Council Bluffs, IA
Firm
Ameriprise Financial
Areas of Specialization
Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning

Data Provided by:
Ms. Cynthia A. Keithley, CFP®
(712) 322-2444
928 Valley View Dr
Council Bluffs, IA
Firm
iRetire Financial
Areas of Specialization
Comprehensive Financial Planning, LGBT Individuals and Couples, Life Transitions, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Andrew Hunt, CFP®
(402) 938-6016
1001 Gallup Dr
Omaha, NE
Firm
Guide Rock Capital Management, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Intergenerational Planning, Investment Management, LGBT Individuals and Couples, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Profession: Business Executives

Data Provided by:
Mr. William Alan Callahan, CFP®
(402) 341-2000
3157 Farnam St Ste 7112
Omaha, NE
Firm
Callahan Financial Planning Company
Areas of Specialization
Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



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....

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