Wealth Management College Station TX

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.

Sarah Buenger
Paragon Advisors, LLC
(979) 693-3907
215 Rock Prairie Road
College Station, TX
Expertises
Retirement Planning & Distribution Rules, Tax Planning, College/Education Planning, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Kenneth L Cook, CFP®
(979) 695-9272
1701 SW Parkway #202
College Station, TX
Firm
Next Financial Group

Data Provided by:
Ms. Veronica R. Hart, CFP®
(979) 680-1838
1700 George Bush Dr E
College Station, TX
Firm
Veronica R. Hart, CFP
Areas of Specialization
Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, Estate Planning
Key Considerations
Average Net Worth: Not Applicable



Data Provided by:
Mr. Curtis Jay Meador, CFP®
(979) 693-7600
526 University Dr. E., Suite A-102
College Station, TX
Firm
Raymond James Financial

Data Provided by:
Natalie A. B. Pine, CFP®
(979) 260-9771
1611 Crescent Pt
College Station, TX
Firm
Briaud Financial Advisors
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Janet Briaud
Briaud Financial Advisors
(979) 260-9771
1611 Crescent Pointe Parkway
College Station, TX
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Alternative or Private Investments, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MA

Mr. Tracy L. Melder, CFP®
(866) 264-5140
P. O. Box 10190
College Station, TX
Firm
Melder Reitz Associates
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Retirement Planning

Data Provided by:
Mr. Richard C. Perkins, CFP®
(979) 268-0455
426 Tarrow St Ste 104
College Station, TX
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Bret Mulvaney, CFP®
(979) 260-9771
1611 Crescent Pt
College Station, TX
Firm
Briaud Financial Advisors
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
John E. Perez, CFP®
(281) 217-2918
4301 Spring Garden Dr
College Station, TX
Firm
Gene Perez CFP(R)
Areas of Specialization
Insurance Planning, Retirement Income Management, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000



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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