Wealth Management Baton Rouge 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. Virginia A. Tyler, CFP®
(225) 333-0955
7550 Lasalle Ave Apt 105
Baton Rouge, LA
Firm
Self Employed

Data Provided by:
Mrs. Chelsea R. Smith, CFP®
(225) 922-6903
7150 Jefferson Hwy
Baton Rouge, LA
Firm
UBS
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Retirement Planning

Data Provided by:
Mr. Kerry G. Uffman, CFP®
(225) 926-1050
527 E Airport Ave
Baton Rouge, LA
Firm
Thomas Wilson Ragusa Uffman

Data Provided by:
Mr. James E. Haslitt, CFP®
(225) 766-4885
5800 One Perkins Place Dr
Baton Rouge, LA
Firm
Peters Wealth Advisors

Data Provided by:
Ms. Mary K. Martin, CFP®
(225) 215-3651
6719 Perkins Rd.
Baton Rouge, LA
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Life Transitions

Data Provided by:
Mr. Steven A. Billings, CFP®
(225) 448-3070
6605 Jefferson Hwy
Baton Rouge, LA
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Whitcomb A. Morris, CFP®
(225) 448-3070
6605 Jefferson Highway
Baton Rouge, LA
Firm
Ameriprise Financial

Data Provided by:
Ms. Helen E. Graf, CFP®
(225) 223-6048
2161 Quail Run Ste C
Baton Rouge, LA
Firm
Graf Financial L.L.C.
Areas of Specialization
Divorce Issues, General Financial Planning, Investment Management, Retirement Planning, Securities, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. G. Wade Evans, CFP®
(225) 761-7870
6713 Perkins Rd
Baton Rouge, LA
Firm
Evans Investment Advisors, LLC

Data Provided by:
Ms. Dorothy A. Gilbert, CFP®
(225) 769-2320
7330 Highland Rd
Baton Rouge, LA
Firm
SagePoint Financial, Inc.
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Not Applicable

Data Provided by:
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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