Wealth Management Green Bay 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.

Thomas Batterman
Vigil Trust & Financial Fiduciaries
(800) 950-8110
Satellite Office
Green Bay, WI
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CTFA, JD

Adam Lewitzke, CFP®
601 Willard Dr
Green Bay, WI
Firm
Ameriprise Financial Services Inc.

Data Provided by:
Mr. Michael A. Johnson, CFP®
(920) 494-2040
1551 Park Pl Ste 400
Green Bay, WI
Firm
Michael A. Johnson, CFP
Areas of Specialization
Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Jerry A. Ganz, CFP®
(920) 498-8100
2117 S. Oneida Street
Green Bay, WI
Firm
Jerry Ganz Financial Planning
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Paul J. Mongin, CFP®
(920) 499-0999
601 Willard Dr
Green Bay, WI
Firm
Ameriprise Financial
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Richard A. Balch, CFP®
1234 S Ridge Rd
Green Bay, WI
Firm
Woodmen Financial Resources

Data Provided by:
Mr. R. C. Froistad, CFP®
(920) 499-5453
2113 S Oneida St
Green Bay, WI
Firm
Froistad & Associates, Inc
Areas of Specialization
Accounting, Asset Allocation, Education Planning, General Financial Planning, Investment Management, Investment Planning, Small Business Planning

Data Provided by:
Mr. Rick T. Holewinski, CFP®
(920) 499-9400
2740 S. Oneida Street
Green Bay, WI
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided by:
Ms. Marlene T. Lanoue, CFP®
(920) 431-0000
2740 South Oneida Street
Green Bay, WI
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Jerry Ganz
2117 S Oneida Street
Green Bay, WI
Company
Company: Jerry Ganz & Associates
Service
Wealth Management,Estate Tax Planning,Individual Income Tax Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Investment Consulting & Allocation Design,Asset Protection Strategies & Planning,Investment & Portfolio Management,Retirement Income Distribution Planning,Fee-Only Comprehensive Financial 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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