Find a Financial Planner in Terre Haute, IN

 

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We Only Work With The Best Terre Haute Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Terre Haute, IN


  • Financial Advisor Close to Terre Haute, IN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Terre Haute Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Terre Haute area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners in Terre Haute offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
18.5% of Terre Haute's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Terre Haute area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Terre Haute area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Terre Haute area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Terre Haute area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Indiana has unique laws defining which actions trigger a taxable event and has the 18th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Terre Haute area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Terre Haute area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Terre Haute, IN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Terre Haute, IN

We evaluated over 13,000 RIA firms to bring you the best of the best Terre Haute financial advisors.
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How Retirement-Friendly is Terre Haute, IN?

  • Population: 60,673
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $80,900
  • Average Monthly Housing Cost: $702
  • Average Household Income: $51,139
  • Indiana Total Tax Burden: 8.15% (18th Lowest in U.S.)
  • Indiana Property Tax: 2.19% (11th Lowest in U.S.)
  • Indiana Individual Income Tax: 2.05% (18th Lowest in U.S.)
  • Indiana Sales and Excise Tax: 3.91% (16th Highest in U.S.)


The Top Financial Advisor Firms in Terre Haute, IN


WABASH CAPITAL, INC.

Website

(812) 242-9113

2901 Ohio Blvd
Ste 242
Terre Haute, IN 47803

SEC#: 801-56063
Years in Business: 22 years