Financial Planners Terre Haute 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 Terre Haute, IN that can help answer your questions about Financial Planners.

Robert A. Vickers, CFP®
(812) 478-7010
401 Ohio St
Terre Haute, IN
Firm
Merrill Lynch
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Investment Management, Retirement Income Management

Data Provided By:
Thomas Foster, CFP®
(812) 231-1822
401 Wabash Ave
Terre Haute, IN
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Stanley E. Poorman, CFP®
(812) 234-1617
2901 Ohio Blvd Ste 156
Terre Haute, IN
Firm
CliftonLarsonAllen Wealth Advisors
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning

Data Provided By:
Mr. Marc E. Weaver, CFP®
(812) 467-3193
3300 E. Margaret Avenue
Terre Haute, IN
Firm
MetLife, Inc.

Data Provided By:
Mr. Gene E. Griffin, CFP®
(812) 299-8900
1190 E Canvasback Dr
Terre Haute, IN
Firm
Capital Planning Systems
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Gay Ann Monninger, CFP®
(812) 232-0700
328 South 5th Street
Terre Haute, IN
Firm
Swan Street Financial, LLC

Data Provided By:
Troy Thomas Charters, CFP®
(812) 232-1144
401 Wabash Ave
Terre Haute, IN
Firm
Morgan Stanley Smith Barney

Data Provided By:
Mr. Michael W. Collins, CFP®
(812) 232-0196
1210 S Third St
Terre Haute, IN
Firm
Northwestern Mutual Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care

Data Provided By:
Ms. Sharon L. Robinson, CFP®
(812) 299-8027
229 Highland Ct
Terre Haute, IN

Data Provided By:
Mr. Robert W. Davidson, CFP®
(812) 298-2671
4675 S US Highway 41
Terre Haute, IN
Firm
LPL Financial

Data Provided By:
Data Provided By:

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