Financial Planning for Business
Maximize your wealth.
Our financial planning services team helps you by integrating tax, investment and insurance strategies into one synchronized, individualized roadmap to total financial success.
The Old National Wealth Management team take the time to learn about your needs and gather pertinent information, analyzing it in light of your goals. Our certified financial planners utilize state-of-the-art institutional tools along with their expertise to create a sophisticated, customized plan that evolves as you do. An ongoing evaluation process will ensure that the plan continues to achieve your desired results.
Retirement products and services
- Retirement planning and review of employee benefits
- Risk management and insurance planning
- Cash flow and liability management
- Education expense planning
- Estate planning
- Tax planning
- ON Life
Preserve family wealth and provide a financial legacy for future generations.
ON Life from Old National is insurance that allows you to transfer wealth and business assets from one generation to the next, or one individual to the next, without the burden of inheritance tax.
Why would I need ON Life?
When your risk of loss exceeds your ability to endure that loss, you should consider ON Life. The right plan will replace your income and pay the bills if you become disabled. Your loved ones will be able to maintain your family's standard of living while keeping the IRS from becoming the primary beneficiary of your estate.
Benefits of ON Life Insurance:
- Provide disability income
- Allow business continuation/succession planning
- Fund capital needs
- Provide estate liquidity/pay estate tax
- Wealth replacement
- Deliver key person insurance
Who benefits from ON Life?
- Wealthy clients with successful children
- Business owners with no buy-sell arrangement
- Business owners with little or no retirement planning for themselves or key employee(s)
- Clients expecting large inheritances
- Wealthy clients with illiquid assets
- Wealthy couples in poor health
- Business owners with children working in the business
Investment and securities information presented herein is unique to Old National Wealth Management’s approach to investment management. All information and opinions have been obtained from sources believed to be reliable and current at the time of publication, but are not guaranteed and do not claim to be a complete statement of all material factors. Examples or other representations made herein are for illustrative purposes and are not intended to be specific legal, tax, or investment advice and do not represent a solicitation.
Investments and strategies that may be presented may not be suitable for all investors. Old National Wealth Management Client Advisors and Portfolio Managers will work with interested parties to execute plans developed in consultation with their attorney or tax advisor.
The comments, views and opinions expressed herein are those of the author and Old National Wealth Management. From time-to-time, Old National Bancorp affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report. Old National Bancorp and its affiliates do not accept any liability for any direct, indirect or consequential damages or losses arising from any use of this report or its contents.
Investment instruments utilized by Old National Wealth Management are not FDIC insured, are not deposits or other obligations of Old National Wealth Management, Old National Bank, its parent company or affiliates, and involve investment risk including the possible loss of principal invested.
The material contained in this report may not be copied, reproduced, republished, posted, transmitted or otherwise distributed without prior written permission.