Wealth Management Camp Lejeune 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. Ross M Van Klaveren, CFP®
(210) 456-7240
1447 Western Blvd Ste 100
Jacksonville, NC
Firm
USAA Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Education Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Government Employees

Data Provided by:
Mr. Scott C Rainville, CFP®
(919) 751-8772
200 Valencia Dr
Jacksonville, NC
Firm
First Command Financial Planning
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Government and Military, Insurance Planning, Investment Management

Data Provided by:
Ms. Korene Zue Phillips Marsh, CFP®
(910) 347-5900
302 B Western Blvd
Jacksonville, NC
Firm
First Citizens Investor Servic
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Mrs. Stephanie M. Jeunette, CFP®
239 Parnell Rd
Hubert, NC
Firm
Simplified Outsourcing Solutions, LLC

Data Provided by:
Wells Fargo - Brynn Marr
(910) 353-0068
146 Western Blvd
Jacksonville, NC
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat-Sun Closed

Mr. Joseph R. Mclaughlin, CFP®
(910) 937-1177
200 Valencia Dr
Jacksonville, NC
Firm
First Command

Data Provided by:
Mr. Marion V. Rains Iii, CFP®
(910) 617-3543
1171 Western Blvd
Jacksonville, NC
Firm
Navy Federal Financial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Government and Military, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Government Employees

Data Provided by:
Mr. Richard L. Pugh, CFP®
(910) 455-6400
824 Gum Branch Rd Ste I
Jacksonville, NC
Firm
Financial Security Management,
Areas of Specialization
Estate Planning, Government and Military, Insurance Planning, Investment Planning, Retirement Income Management, Retirement Planning, Small Business Planning

Data Provided by:
Mr. Charles Robert Jones, CFP®
(704) 348-9535
103 Fairytale Ln
Surf City, NC
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Bank of America - Country Club Road
(910) 355-4238
1726 Country Club Road
Jacksonville, NC
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-1
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-1
Sunday Closed

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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