Wealth Management Manhattan KS

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.

Ms. Lucy L. Williams, CFP®
(785) 537-7200
800 Poyntz Avenue
Manhattan, KS
Firm
The Trust Company of Manhattan
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Investment Management, Life Transitions
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided by:
Mr. Richard G. Kramer, CFP®
(785) 539-0110
604 Humboldt St
Manhattan, KS
Firm
Kramer Capital Management
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Elias K Sallman, CFP®
(785) 537-7200
PO Box 1806
Manhattan, KS
Firm
The Trust Company
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Insurance Planning, Investment Management, Investment Planning, Securities
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Ms. Estoria M. Maddux, CFP®
(785) 532-1940
313 Justin Hall
Manhattan, KS
Firm
Kansas State University
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Debt Management, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Charles Jay Merrill, CFP®
(785) 776-9234
3206 Kimball Ave
Manhattan, KS
Firm
Edward Jones

Data Provided by:
Mr. Douglass R. Wiley, CFP®
(785) 537-7200
800 Poyntz Avenue
Manhattan, KS
Firm
The Trust Co of Manhattan
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Justin W. Nichols, CFP®
(785) 236-8150
117 N. 14th St.
Manhattan, KS
Firm
Nichols Financial Advice
Areas of Specialization
Asset Allocation, Budget Development, Debt Management, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Dustin L. Furrey, CFP®
(785) 537-0366
1011 Poyntz Ave
Manhattan, KS
Firm
Keating & Associates, Inc.
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Gilbert M. Sabatka, CFP®
(785) 776-4873
227 Southwind Pl
Manhattan, KS
Firm
Sabatka Financial Services Inc

Data Provided by:
Mr. Daniel F. Seemann, CFP®
(785) 537-0497
1121 Hudson Ave Ste B
Manhattan, KS
Firm
First Command Financial Planning
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $100,000 or less

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

Profession: Government Employees

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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