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Wealth Management Boone NC

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. Michael Earl Steele, CFP®
(828) 264-1248
184 Realty Row
Boone, NC
Firm
Michael E. Steele, CFP
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Ms. Patricia L. Smith, CFP®
(828) 264-8990
4469 Bamboo Rd
Boone, NC
Firm
Ameriprise Financial Services,Inc
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Tax Planning, Women's Finances
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. James Donald Miller, CFP®
(828) 262-5714
136 Furman Rd. Suite 9
Boone, NC
Firm
James Donald Miller, CPA/PFS, P. A.
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management

Data Provided by:
Mr. Gary Thomas Moss Jr., CFP®
(828) 264-8990
4469 Bamboo Rd Ste 105
Boone, NC
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Estate Planning, Insurance Planning, Investment Planning, Retirement Income Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Don R. Cox, CFP®
(828) 262-6223
Appalachian State Univ
Boone, NC
Firm
College of Business

Data Provided by:
Dr. Ivan C. Roten, CFP®
(828) 262-6943
Department Of Finance, Banking And Insurance
Boone, NC
Firm
Appalachian State University

Data Provided by:
Mr. J. Michael Eldridge, CFP®
(828) 264-0066
Suite 302 Colony Place
Boone, NC
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Jonathan C. Allen, CFP®
(828) 268-9693
980 Highway 105
Boone, NC
Firm
Allen Wealth Management LLC
Areas of Specialization
Asset Allocation, Estate Planning, Investment Planning, Long-Term Care, Tax Planning, Wealth Management

Data Provided by:
William M Helms Jr., CFP®
(828) 262-3777
895 State Farm Rd. Ste. 210
Boone, NC
Firm
Lincoln Financial Securities

Data Provided by:
Mr. Daniel E. Jobe, CFP®
(828) 265-9494
183 Rembrandt Dr.
Boone, NC
Firm
VALIC Financial Advisors

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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