Wealth Management Bowling Green KY

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. Andrew J Head, CFP®
(270) 303-9564
905 Ridgecrest Way
Bowling Green, KY
Firm
Journey Financial Management, LLC
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning

Data Provided by:
Mr. Guy D. Waggoner Ii, CFP®
(270) 846-0405
996 Wilkinson Trce Ste C2
Bowling Green, KY
Firm
Kentucky Trust Company

Data Provided by:
Chad Goodman, CFP®
(270) 904-0622
520 E Main Ave Ste 102
Bowling Green, KY
Firm
LPL Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided by:
Mr. L. Brent Mason, CFP®
(270) 782-9222
911 College St
Bowling Green, KY
Firm
Landmark Financial Advisors, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Greg Wassom, CFP®
(720) 745-7682
500 E Main St
Bowling Green, KY
Firm
US Bank

Data Provided by:
Mr. N. Drew Richey, CFP®
(270) 393-1810
1000 Wilkinsons Trace
Bowling Green, KY
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Life Transitions, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mrs. Jeanne J. Fisher, CFP®
(270) 843-4115
1733 Campus Plaza Court
Bowling Green, KY
Firm
ARGI Financial Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
Mr. Derek W. Hull, CFP®
(270) 781-8444
400 E Main Ave Ste 101
Bowling Green, KY
Firm
Wells Fargo Advisors
Areas of Specialization
Investment Management, Retirement Income Management, Retirement Planning

Data Provided by:
Mr. Kevin D. Counts, CFP®
(270) 783-3562
927 College St
Bowling Green, KY
Firm
Wealth Management
Areas of Specialization
Investment Management

Data Provided by:
Mr. Matthew T. Garrett, CFP®
(270) 781-1691
446 E Main Ave
Bowling Green, KY
Firm
Hilliard Lyons
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

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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