Financial Planners Elkhart IN

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John Liechty
Integrated Financial Planning Solutions, LLC
(574) 975-3682
203 South Main Street
Goshen, IN
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Socially Responsible Investments, Insurance Related Issues, including Annuities, Investment Advice without Ongoing Management, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

Deborah A. Dehoff, CFP®
(574) 522-3738
100 S Main St
Elkhart, IN
Firm
Compass Wealth Advisors
Areas of Specialization
Asset Allocation, Estate Planning, General Financial Planning, Investment Management, Retirement Planning, Women's Finances
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mr. John E. Klehfoth, CFP®
(574) 294-3500
307 S Main St Ste 311
Elkhart, IN
Firm
Indiana Trust and Investment Management Company
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Investment Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Larry L. Lyon, CFP®
(219) 294-2578
204 S Main St
Elkhart, IN
Firm
Lyon Investment Services Co

Data Provided By:
Mr. Donald G. Stohler, CFP®
(574) 294-3700
825 E Jackson Blvd
Elkhart, IN
Firm
Northwestern Mutual Financial Network

Data Provided By:
Aaron Coates
Valeo Financial Advisors, LLC
(574) 206-4454
18709 Taft Court
Goshen, IN
Expertises
Advising Medical Professionals, Advising Entrepreneurs, High Net Worth Client Needs, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CIMA

Mr. Gregory L. Schoenfeld, CFP®
(574) 522-3738
100 S Main St
Elkhart, IN
Firm
Compass Wealth Advisors
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mrs. Therese Kantar, CFP®
(877) 792-7297
358 S Elkhart Ave Ste 100
Elkhart, IN
Firm
TCU Investment Services
Areas of Specialization
Wealth Management

Data Provided By:
Mr. Jason R Hessler, CFP®
(574) 522-8761
131 E. Franklin Suite 17
Elkhart, IN
Firm
1st Source Bank
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Estate Planning, General Financial Planning, Government and Military
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Paul D. Reasoner, CFP®
(574) 522-3738
100 S Main St
Elkhart, IN
Firm
Compass Wealth Advisors

Data Provided By:
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Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina