Wealth Management Muncie IN

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.

Charles V. Sursa, CFP®
(765) 288-0362
400 S. Walnut St.
Muncie, IN
Firm
Raymond James & Associates
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Sean P. Hanson, CFP®
207 N High St
Muncie, IN
Firm
Wealth Strategies Inc. / Transamerica Financial Advisors

Data Provided by:
Mr. Dennis E. Blair, CFP®
(765) 288-3820
Suite 120
Muncie, IN
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Planning, Life Planning, Retirement Planning, Wealth Management

Data Provided by:
Mr. Robert W. Lunsford, CFP®
(765) 288-3820
345 S. High St.
Muncie, IN
Firm
Ameriprise Financial Services Inc.

Data Provided by:
Mr. Adam Thomas Mchenry, CFP®
(765) 729-0400
3105 N Benton Rd
Muncie, IN
Firm
ProEquities
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Planning

Data Provided by:
Mr. William T. Isaacs, CFP®
(765) 289-3366
207 N High St
Muncie, IN
Firm
Wealth Strategies Inc
Areas of Specialization
Investment Planning

Data Provided by:
Mr. Dean E. Meyers, CFP®
(765) 288-4333
125 W Charles St
Muncie, IN
Firm
Edward Jones Co.
Areas of Specialization
Charitable Giving, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Sudden Wealth Management, Young Professionals
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Ms. Stacy A. Terhune, CFP®
(765) 747-1521
200 E Jackson St
Muncie, IN
Firm
First Merchants Trust Company

Data Provided by:
Brian Osner, CFP®
(765) 282-9941
700 W White River Blvd
Muncie, IN
Firm
Ameriprise Financial Services, Inc.
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Mr. Chris A. Miller, CFP®
(765) 289-9050
PO Box 1702
Muncie, IN
Firm
Miller Financial Management, LLC
Areas of Specialization
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....

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