Wealth Management Topeka 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.

Randy Clayton
Clayton Financial Services, Inc.
(785) 232-3266
716 S. Kansas Avenue
Topeka, KS
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU

Mr. Denis E. Hill, CFP®
(785) 354-4342
534 S Kansas Ave Ste 1410
Topeka, KS
Firm
Hill Financial Services
Areas of Specialization
Investment Management, Long-Term Care

Data Provided by:
Mr. Mark A. Reinert, CFP®
(785) 272-3900
1701 SW Fairlawn Rd
Topeka, KS
Firm
Reinert 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. Mark A. Schneider, CFP®
(785) 357-7777
112 SW 6th Avenue
Topeka, KS
Firm
Plan Professionals Inc

Data Provided by:
Mrs. Elizabeth A. Young, CFP®
(785) 232-3266
716 S. Kansas Ave.
Topeka, KS
Firm
Clayton Financial Services, Inc

Data Provided by:
Mr. James N. Reardon, CFP®
(785) 215-8080
1414 SW Ashworth Pl
Topeka, KS
Firm
Peoples Wealth Management LLC

Data Provided by:
Ms. Linda G. Hauschild, CFP®
(785) 234-5573
534 Kansas Avenue
Topeka, KS
Firm
Mize Houser & Company, P A

Data Provided by:
Mr. James C. Hanna, CFP®
(785) 357-6278
601 S Kansas Ave
Topeka, KS
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Randy J. Clayton, CFP®
(785) 232-3266
716 South Kansas Avenue
Topeka, KS
Firm
Clayton Financial Services, In
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
Mr. Keith A. Heckman, CFP®
(785) 354-5327
920 SW Washburn Ave Ste 102
Topeka, KS
Firm
VALIC Financial Advisors
Areas of Specialization
Employee and Employer Plan Benefits, Investment Management, Investment Planning, Life Transitions, Planning for Couples, Retirement Planning, Sudden Wealth Management

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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