Wealth Management Avon Park FL

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.

Mr. John R. Clark, CFP®
(863) 402-5650
115 US Highway 27 N
Sebring, FL
Firm
Waypoints Financial
Areas of Specialization
Retirement Planning

Data Provided by:
SunTrust Bank
(863) 452-1260
601 U.S. Highway 27 South
Avon Park, FL
Type
Branch, Mortgage Office
Office Hours
Monday: 9-4
Tuesday: 9-4
Wednesday: 9-4
Thursday: 9-4
Friday: 9-6 Weekend:
Drive Up Hours
Monday: 8-5
Tuesday: 8-5
Wednesday: 8-5
Thursday: 8-5
Friday: 8-6 Weekend:

Wells Fargo - Avon Park
(863) 452-3900
299 Us Hwy 27S
Avon Park, FL
Type
Branch
Office Hours
Mon-Thu 08:00 AM-05:00 PM
Fri 08:00 AM-06:00 PM
Sat-Sun Closed

Wells Fargo - Sebring Main
(863) 382-5400
228 N Ridgewood Dr
Sebring, FL
Type
Branch
Office Hours
Mon-Thu 08:00 AM-05:00 PM
Fri 08:00 AM-06:00 PM
Sat-Sun Closed

SunTrust Bank
(863) 382-2900
1901 U.S. Highway 27 South
Sebring, FL
Type
ATM, Branch, Commercial Center, Mortgage Office, Investment Center, Drive-Thru, Weekend Hours
Office Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend: Sat 9-5
Drive Up Hours
Monday: 8-5
Tuesday: 8-5
Wednesday: 8-5
Thursday: 8-5
Friday: 8-6 Weekend:

Chad Mcwaters, CFP®
(863) 385-5141
6419 US Highway 27 S
Sebring, FL
Firm
Invest Financial Corp.
Areas of Specialization
Business Succession Planning, General Financial Planning, Insurance Planning, Retirement Planning

Data Provided by:
Bank of America - Avon Park
(863) 452-1215
851 US Highway 27 S
Avon Park, FL
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-6
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 8-5
Tuesday 8-5
Wednesday 8-5
Thursday 8-5
Friday 8-6
Saturday Closed
Sunday Closed

Wells Fargo - Fairmont
(863) 382-5440
3635 Us Hwy 27 N
Sebring, FL
Type
Branch
Office Hours
Mon-Thu 08:00 AM-05:00 PM
Fri 08:00 AM-06:00 PM
Sat 09:00 AM-02:00 PM
Sun Closed

Wells Fargo - Desoto Square
(863) 382-5430
3200 Us Hwy 27 S
Sebring, FL
Type
Branch
Office Hours
Mon-Thu 08:00 AM-05:00 PM
Fri 08:00 AM-06:00 PM
Sat-Sun Closed

Bank of America - Southgate Sebring
(863) 382-8276
2838 US-27 S
Sebring, FL
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-6
Saturday Closed
Sunday 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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