Wealth Management Brandon 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.

Holly Thomas
Holly P. Thomas, LLC
(813) 781-8040
1901 West Cass Street
Tampa, FL
Expertises
Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Advising Employee Benefit Plan Participants, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®, MBA, MS

Michael Koenig
FirsTrust, LLC
(813) 874-7200
3111 West M. L. King, Jr. Blvd., Suite 100
Tampa, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®

Daniel Brownsberger
FirsTrust, LLC
(813) 874-7200
3111 West M. L. King, Jr. Blvd., Suite 100
Tampa, FL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CIMA

Christopher Cannon
FirsTrust, LLC
(813) 874-7200
3111 West M. L. King, Jr. Blvd., Suite 100
Tampa, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA

Mr. Elihu Woolfson, CFP®
(813) 914-0440
1104 Nikki View Dr
Brandon, FL
Firm
Woolfson Tax & Financial Strat
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Elder Care, Government and Military, Retirement Income Management, Social Security Planning, Socially Responsible Investments

Data Provided by:
Maria Erickson
Freedom Financial & Business Planning, LLC
(727) 527-0565
2202 N. Westshore Blvd.
Tampa, FL
Expertises
Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Advising Entrepreneurs, Women's Financial Planning Issues, Retirement Plan Investment Advice, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Elayne Pisarik
FirsTrust, LLC
(813) 874-7200
3111 West M. L. King, Jr. Blvd., Suite 100
Tampa, FL
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

David Frisch
Frisch Financial Group, Inc.
(813) 639-7580
2202 N. West Shore Blvd. – Suite 200
Tampa, FL
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Tax Planning, Retirement Plan Investment Advice, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

David Nestrick
FirsTrust, LLC
(813) 874-7200
3111 West M. L. King, Jr. Blvd., Suite 100
Tampa, FL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Socially Responsible Investments, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Michael S. Hayes, CFP®
(813) 689-7153
217 Lithia Pinecrest Rd
Brandon, FL
Firm
Ferraro, Higginbotham & Hayes,
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Debt Management, Education Planning, General Financial 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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