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Wealth Management Peru 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.

Mr. David L. Mann, CFP®
(260) 563-6881
11 S Wabash St
Wabash, IN
Firm
Northwestern Mutual Financial
Areas of Specialization
Special Needs 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:
Mrs. Janet Packard, CFP®
(574) 722-4249
1 Cass City Ctr Ste 200
Logansport, IN
Firm
Wealth Management Solutions, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided by:
Mr. Kerry Lenon, CFP®
(765) 452-6029
924 S Main St
Kokomo, IN
Firm
Bergstrom Lenon & Clark, PC
Areas of Specialization
Accounting, Budget Development, Divorce Issues, Insurance Planning, Investment Planning, Retirement Planning, Tax Planning

Data Provided by:
Wells Fargo - Wabash
(260) 563-1116
841 N Cass St
Wabash, IN
Type
Branch
Office Hours
Mon-Fri 08:30 AM-06:00 PM
Sat 08:30 AM-02:00 PM
Sun Closed

Interface Financial Group
(765) 868-7030
1101 W Superior St
Kokomo, IN
 
Mr. Robert K. Kretz, CFP®
(800) 831-7233
301 E Broadway
Logansport, IN
Firm
PNC Investments, Inc.

Data Provided by:
David Conyers
506 Venetian Way
Kokomo, IN
Company
Title: Financial Advisor
Company: Independent Financial Services of Indiana
Years Experience
Years Experience: 15
Service
Life Insurance,Real Estate Investment Planning,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Retirement Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Annuities,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning

Data Provided by:
Wells Fargo - Peru Main
(765) 473-6661
12 N Broadway
Peru, IN
Type
Branch
Office Hours
Mon-Fri 08:30 AM-06:00 PM
Sat 08:30 AM-02:00 PM
Sun Closed

Wells Fargo - Akron
(574) 893-4531
114 W Rochester St
Akron, IN
Type
Branch
Office Hours
Mon-Thu 08:00 AM-05:00 PM
Fri 08:00 AM-06:00 PM
Sat 08:00 AM-12:00 PM
Sun Closed

Clark Accounting Associates Pc
(765) 459-3325
604 W Taylor St
Kokomo, IN
 
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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