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Wealth Management Lima OH

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. Neil H Ickes, CFP®
(419) 619-0471
1164 W. North st
Lima, OH
Firm
Allstate

Data Provided by:
Mr. Jared T. Walsh, CFP®
(419) 222-2001
711 Dean Ave
Lima, OH
Firm
Sielschott and Walsh CPAs Inc

Data Provided by:
Ms. Joan M. Smith, CFP®
(419) 695-7010
227 N Main St
Delphos, OH
Firm
Ameriprise Financial

Data Provided by:
Mr. Edward R. Maher, CFP®
(419) 358-8040
102 S Main St
Bluffton, OH
Firm
Linsco/Private Ledger

Data Provided by:
Fifth Third Bank
(419) 225-6400
Lima Cable, 983 N. Cable Office
Lima, OH
Office Hours
M-F 9-6; SA 9-2
Drive Up Hours
SAME AS LOBBY

Mr. William T. Dicke, CFP®
(419) 991-6677
3680 S Dixie Hwy
Lima, OH
Firm
Dicke Financial Co

Data Provided by:
Mrs. Susan E. Pack, CFP®
(419) 228-0400
330 North Main Street
Lima, OH
Firm
Pomeroy Financial Planning, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Planning

Data Provided by:
Mr. Anthony P. Rahrig, CFP®
(419) 692-0036
901 Elida Ave
Delphos, OH
Firm
US BANCORP INVESTMENTS AND INSURANCE

Data Provided by:
Mr. Keith A. Fledderjohann, CFP®
(419) 394-8171
432 West Spring St
Saint Marys, OH
Firm
Amerprise Financial

Data Provided by:
Chase Bank
(419) 221-5868
2400 Elida Rd
Lima, OH
Type
Drive-up

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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