Financial Planners in Bloomington: Maximizing Contributions, Managing Taxes, and Investing in Cryptocurrency

Five Financial Planners in Bloomington

A financial planner in Bloomington can help you manage your tax burden by maximizing contributions to a pre-tax 401K, minimizing taxes on retirement distributions, and keeping track of capital gains and losses. They can also recommend reputable online exchanges and wallets and provide guidance on best practices for investing in cryptocurrency.

Falstad & Associates Financial Services

Peter Falstad, CFP, is a certified financial planner who offers advice on investments, taxes, retirement strategies, and wealth management. He works with individuals, families, and small businesses to help them achieve their financial goals. His services include creating robust financial plans that lead to the realization of personal and professional dreams. He also helps clients with their health care and estate planning needs.

Whether you’re changing jobs or retiring, the process of rolling over your retirement funds can be complicated. Fortunately, Heartland Bank offers a convenient solution that lets you keep your tax-deferred status and gain access to a wide range of investment options. It also eliminates the hassle of managing multiple workplace accounts. You can choose from a variety of investments and retirement options, including annuities and brokerage solutions.

Douglass Financial Services

Douglass Financial Services provides a variety of financial services to residents in Bloomington, including financial planning and asset management. Its professionals specialize in retirement, investment management and wealth strategies. They also offer financial education and guidance. The firm can help individuals improve their credit score, develop a budget and manage their debt.

Reta uses her ninja accounting skills to develop systems for tracking clients’ personal and pension/retirement assets as well as assisting with client tax preparation. She and her husband, Dwight, have one daughter. They enjoy walking five or more miles per day, playing piano and being in their church handbell group.

Darrell holds a Bachelor of Business Administration degree from the University of Illinois at Urbana-Champaign. He is a member of the Financial Services Institute and Eastview Christian Church. He has FINRA Series 6, 63 and 65 licenses, as well as life and health insurance licenses. He is also a registered representative of Cambridge Investment Research, Inc.

New Perspectives Financial Services

New Perspectives Financial Services helps clients in Bloomington and surrounding areas achieve financial success through a planning-based approach. It uses Morningstar to analyze client investments and helps them make decisions about their portfolios. It also offers life and survivorship insurance products. Its founder, Kevin Kuebler, has over 18 years of experience. He advises clients on transferring retirement funds from employer-sponsored plans to IRAs, which allows them to retain tax-deferred status and avoid the hassle of handling multiple workplace accounts when changing jobs.

Heartland Bank

Heartland Bank offers a variety of banking services to help you manage your money. They offer a variety of checking accounts, mobile deposit and over 67,000 surcharge-free ATMs to make it easy for you to stay on top of your finances. They also offer a variety of credit cards and lines of credit to fit your needs.

Get fast, secure access to your monthly statements with eStatements. This service is free and automatically delivered directly to your online banking account. It includes a full transaction history and images of processed checks. You can save your eStatements to your computer for easy reference at any time.

Contacting the Heartland Bank customer service team is simple and straightforward. You can reach them by phone, email or live chat. They are dedicated to delivering exceptional support and assistance so that you can enjoy a seamless banking experience. All deposit accounts (excluding certain brokered deposits) were transferred to Heartland Bank and Trust Company, Bloomington, IL (“assuming institution”). Learn more.

Stay on the page to know more

Leave a Reply

Your email address will not be published. Required fields are marked *