Financial Planners Fort Wayne IN

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Fort Wayne, IN that can help answer your questions about Financial Planners.

Ian Boyce
Dickmeyer Boyce Financial Management, Inc.
(260) 436-2051
6506 Constitution Drive
Fort Wayne, IN
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Divorce Planning, Advising Employee Benefit Plan Participants, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Gregory Galecki
Galecki Financial Management, Inc.
(260) 436-8525
7743 W. Jefferson Boulevard
Ft. Wayne, IN
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mrs. Lisa L. Waterman, CFP®
(260) 428-7925
202 W Berry St # MD846721
Fort Wayne, IN
Firm
Fifth Third Private Bank
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $500,001 - $1,000,000

Profession: Business Executives

Data Provided By:
Mr. Gary W. Dillman, CFP®
(260) 461-7106
PNC Wealth Management
Fort Wayne, IN
Firm
PNC Wealth Management

Data Provided By:
Ms. Jill S. Gutreuter, CFP®
(260) 424-4481
127 W Berry St., Suite 800
Fort Wayne, IN
Firm
Hilliard Lyons

Data Provided By:
Dennis Houlihan
Houlihan Asset Management LLC
(260) 422-2929
421 East Cook Road, Suite 300
Fort Wayne, IN
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Mr. Kevin M Kreilach, CFP®
(260) 420-0268
116 E. Berry St.
Fort Wayne, IN
Firm
Jehl and Kreilach Financial Ma

Data Provided By:
Stanley Michael Koehl, CFP®
(260) 443-7667
110 W Berry St Ste 1600
Fort Wayne, IN
Firm
Norhtwestern Mutual Financial Network

Data Provided By:
Mr. Michael R. Harris, CFP®
(260) 455-6908
1300 S Clinton St
Fort Wayne, IN
Firm
Lincoln Financial Distributors

Data Provided By:
Mr. Robert F. Nicholas, CFP®
(260) 427-7003
116 East Berry St.
Fort Wayne, IN
Firm
Tower Private 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