Wealth Management Alexandria LA

High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.

Ms. Anne Oestriecher, CFP®
(318) 448-3143
4641 Windermere Pl
Alexandria, LA
Firm
Oestriecher Financial Management Services
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management

Data Provided by:
Mr. H. Lindsey Torbett, CFP®
(318) 449-4911
5615 Jackson Street Ext
Alexandria, LA
Firm
Torbett Financial Strategies, LLC
Areas of Specialization
Business Succession Planning, Elder Care, Estate Planning, General Financial Planning, Intergenerational Planning, Life Planning, Life Transitions
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:
Mr. R. Gene Cotton, CFP®
(318) 445-1666
1446 Peterman Dr
Alexandria, LA
Firm
Personal Management

Data Provided by:
Mr. Donovan A Davis, CFP®
(318) 473-0116
812 Versailles Blvd Ste A
Alexandria, LA
Firm
LPL
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided by:
Capital One
(318) 487-2280
211 4Th St
Alexandria, LA
Type
Branch
Services
Walk-Up ATM
Office Hours
Sun , Mon 9 AM - 12 PM, Tue 9 AM - 12 PM, Wed 9 AM - 12 PM, Thu 9 AM - 12 PM, Fri 9 AM - 12 PM,

Mr. Joseph G. Descant Iii, CFP®
1446 Peterman Drive
Alexandria, LA
Firm
Descant Financial Partners, LLC

Data Provided by:
Mr. Robert H Kinberger, CFP®
(318) 487-9320
1910 Gus Kaplan Dr.
Alexandria, LA
Firm
Raymond James Financial Servic
Areas of Specialization
Estate Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Christopher M. Dufour, CFP®
(318) 308-3445
2230 S MacArthur Dr
Alexandria, LA
Firm
Edgefield Recovery Center
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Debt Management, General Financial Planning, Investment Management, Mortgages
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Chase Bank
(318) 443-1383
3820 Jackson St Extension
Alexandria, LA
Type
Freestanding
Office Hours
Mon:8:30-5:00
Tues:8:30-5:00
Wed:8:30-5:00
Thurs:8:30-5:00
Fri:8:30-6:00
Sat:8:30-1:00
Sun:closed

Chase Bank
(318) 448-6389
2203 Memorial Dr
Alexandria, LA
Type
Freestanding
Office Hours
Mon:8:30-5:00
Tues:8:30-5:00
Wed:8:30-5:00
Thurs:8:30-5:00
Fri:8:30-6:00
Sat:8:30-1:00
Sun:closed

Data Provided by:

Wealth Management

By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.com

Benefits of Estate Planning

Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.

Let’s start with the benefits. An estate plan allows you to:

1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....

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