Wealth Management Salina 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.

Mr. Douglas W Stein, CFP®
(785) 825-4636
118 W Iron
Salina, KS
Firm
Wells Fargo Advisors, LLC

Data Provided by:
Ms. Celia Countryman Heller, CFP®
(785) 825-6905
2100 S. 9th ST
Salina, KS
Firm
Celia Countryman Heller
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Education Planning, Sudden Wealth Management, Women's Finances
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Joel W. Looney, CFP®
(785) 823-3097
P.O. Box 1495
Salina, KS
Firm
Financial Management Group, LLC

Data Provided by:
Bank of America - Central Mall
(785) 826-4191
2259 S. 9th
Salina, KS
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Indoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 10-7
Tuesday 10-7
Wednesday 10-7
Thursday 10-7
Friday 10-7
Saturday 10-4
Sunday Closed
Drive Up Hours
Monday 7:30-5:30
Tuesday 7:30-5:30
Wednesday 7:30-5:30
Thursday 7:30-5:30
Friday 7:30-5:30
Saturday 8-10
Sunday Closed

Benson Accounting
(785) 827-3157
1929 S Ohio St
Salina, KS
 
Mrs. Brandy R Felzien, CFP®
(785) 826-5313
3025 Cortland Cir
Salina, KS
Firm
Sunflower Bank
Areas of Specialization
Asset Allocation, Budget Development, General Financial Planning, Investment Management, Retirement Planning, Wealth Management

Data Provided by:
Mr. Larry Fief, CFP®
(785) 825-1621
600 S Santa Fe Ave
Salina, KS
Firm
The Bank of Tescott

Data Provided by:
Bank of America - Salina Main
(785) 825-7221
138 N. Santa Fe
Salina, KS
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-5
Saturday 9-12
Sunday Closed
Drive Up Hours
Monday 7:30-5:30
Tuesday 7:30-5:30
Wednesday 7:30-5:30
Thursday 7:30-5:30
Friday 7:30-5:30
Saturday Closed
Sunday Closed

Bank of America - Lindsborg N Motor
(785) 227-3344
118 N. Main
Lindsborg, KS
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Indoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-5
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 8:30-4:30
Tuesday 8:30-4:30
Wednesday 8:30-4:30
Thursday 8:30-4:30
Friday 8:30-5
Saturday Closed
Sunday Closed

American Express Financial Advisors Inc
(785) 827-8766
115 S 7th St
Salina, KS
 
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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