Wealth Management Bradenton 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.

Edward B. Aufman
Aufman Associates Inc.
(724) 934-5600
3010 Grand Bay Boulevard, Unit 412
Longboat Key, FL
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

James Shagawat
Baron Financial Group, LLC
(941) 922-1365
1990 Main Street, Suite 750
Sarasota, FL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Entrepreneurs, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, BA, MBA

Victor Cannillo
Baron Financial Group, LLC
(941) 922-1365
1990 Main Street, Suite 750
Sarasota, FL
Expertises
Retirement Planning & Distribution Rules, Real Estate Investments, Special Needs Planning, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor

Joseph Downs
Reality Financial Planning Services, LLC
(941) 366-5700
3947 Clark Road
Sarasota, FL
Expertises
Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Hourly Financial Planning Services, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Larry K. Winegar, CFP®
(941) 739-7027
6250 East State Road 70
Bradenton, FL
Firm
BB & T

Data Provided by:
Edward J. Aufman
Aufman Associates Inc.
(724) 934-5600
3010 Grand Bay Boulevard, Unit 412
Longboat Key, FL
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, RFP

Margery Schiller
Goar, Endriss & Walker P.A.
(941) 366-6380 Ext: 140
1590 First Street
Sarasota, FL
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules, College/Education Planning, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MA

William Hufnell
Annapolis Financial Services
(877) 626-8198
1990 Main Street Suite 750
Sarasota, FL
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, CPA, MS

Allen Osgood
Financial Freedom, LLC
(800) 503-9500
6151 Lake Osprey Drive, Third Floor
Sarasota, FL
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Ms. Lea Smith Johnson, CFP®
(941) 462-2731
4515 Barracuda Dr
Bradenton, FL
Firm
Financial Services Corporation
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided by:
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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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