Wealth Management Chattanooga TN

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.

David Hodges
Integra Wealth, LLC
(423) 664-0344
871 McCallie Avenue
Chattanooga, TN
Expertises
Planning Issues for Business Owners, Advising Medical Professionals, Planning Issues for Unmarried & Same-Sex Couples, Tax Planning, Retirement Planning & Distribution Rules, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®

Don VanLandingham
Guardian Wealth Management Inc.
(423) 510-0409
6151 Shallowford Road, Suite 102
Chattanooga, TN
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

John P. Sterner, CFP®
(423) 385-1411
633 Chestnut St Ste 1100
Chattanooga, TN
Firm
Northwestern Mutual
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mr. James S. Graham, CFP®
(423) 756-3828
1400 Williams St.
Chattanooga, TN
Firm
Evergreen Consulting Inc.
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. L. Robert Clark, CFP®
(423) 826-8486
531 Broad St
Chattanooga, TN
Firm
FSG Bank

Data Provided by:
Jim Tarvin
Guardian Wealth Management Inc.
(423) 510-0409
6151 Shallowford Road, Suite 102
Chattanooga, TN
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Financial Issues Between Generations, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®

Mr. David A Hodges, CFP®
(423) 827-3611
871 McCallie Avenue
Chattanooga, TN
Firm
Integra Wealth, LLC
Areas of Specialization
Business Succession Planning, Divorce Issues, LGBT Individuals and Couples, Retirement Planning, Tax Planning, Wealth Management, Women's Finances
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Benjamin L. Francis, CFP®
(423) 313-7399
633 Chestnut St Ste 1100
Chattanooga, TN
Firm
Northwestern Mututal Financial Network
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning

Data Provided by:
Ms. Holly D Bell-Proshkin, CFP®
(423) 752-4755
832 Georgia Ave Ste 1200
Chattanooga, TN
Firm
Morgan Stanley Wealth Management

Data Provided by:
Mr. Kevin Laman, CFP®
(423) 267-0046
2433 Broad St
Chattanooga, TN
Firm
Solomon Wood Financial Advisors
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Investment Management, Small Business Planning, Young Professionals
Key Considerations
Average Net Worth: $100,001 - $250,000

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



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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