Managing money is more than simply trading stocks and bonds. It's planning of life's milestones, in your life and in the lives of those you care about most. We invest the time to understand your goals and the discipline to manage your assets accordingly.
Our financial planning services help you maximize wealth by integrating tax, investment and insurance strategies into one synchronized, individualized roadmap to total financial success. We 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 planning and review of employee benefits
Our investment team provides highly qualified and specialized investment management services for high net worth individuals. The investment process centers on creating an individualized portfolio of investments to meet each client’s needs and circumstances. Our team has expertise in nearly all areas of investing including stocks, bonds, mutual funds and separate account management.
Our investment team holds designations and degrees that rank them in the top of their industry. The first step in developing your investment portfolio is to determine your investor profile. We will help you define important factors such as your investment objectives, time horizon and attitudes about risk. Using this information, and that gained through personal consultations with you, we will develop your personalized asset allocation policy.
Growth/wealth building
Investing for retirement
Investing to pass to future generations
Providing income during retirement
Managing IRAs and IRA rollovers
Managing trusts for income and remainder beneficiaries
Endowments and Foundations: managing to an Investment Policy Statement
Safeguarding your interests is the only priority for our team of trust administrators and portfolio managers. You can feel safe knowing we are caring for your assets according to your instructions. We will also fully explain other options available to you and how those alternatives may fit into your overall financial plan.
Estate Services
It’s crucial to create a properly structured estate plan that addresses your family's needs. When it comes to the management of your estate plan, we take care of the details including discharging obligations to creditors and ensuring that requirements of the courts and taxing authorities are met. Your account team will ensure that your estate is protected, professionally managed and distributed according to your wishes which means your beneficiaries will never be burdened with the responsibility of settling your estate and more of your wealth will be preserved for your heirs.
Estate settlement services
Guardianships and Probate
Bill payment
Distributions
Tax reporting and fiduciary returns
Trusts
A trust helps ensure the successful transfer of your estate to your heirs and beneficiaries. At Old National Wealth Management, we can assist you and your attorney in creating a trust to meet a wide range of goals.
You've saved for retirement for years. Now that retirement is approaching or is here, what do you do?
Retirement should be about enjoying yourself, your family and the things you worked so hard for, not second-guessing your retirement plan. Old National Wealth Management is here to help position you to enjoy your retirement years.
Everyone has similar questions:
Have I saved enough for retirement?
What do I do with my 401(k) or 403(b) account now?
How much can I spend each month and still have enough invested?
Are all of my current financial plans obsolete?
Should I stay away from riskier investments?
Will this have an effect on my taxes?
How will my IRA or 401K fit into my estate planning?
No magic formula will give you the right answers. Everyone enters retirement with unique situations and futures unfold differently. Although the answers will depend on your changing circumstances, the retirement planning experts at Old National can help you understand your options and put your mind at ease. Our Client Advisors are expert money managers who will help you evaluate your options and determine what is best for you.
Financial Planning is not a one-time set it and forget it event. We will work with you to adjust your approach over time as your investment life circumstances change.
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.
