Wealth Management Columbus GA

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. Jeff W. Gordon, CFP®
(706) 649-5970
PO Box 23024
Columbus, GA
Firm
Synovus Family Asset Managemen

Data Provided by:
Mr. Tyler A Townsend, CFP®
(706) 221-8200
6867 Mountainbrook Dr Ste 102
Columbus, GA
Firm
Townsend Wealth Management
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Investment Management, Retirement Planning, Wealth Management

Data Provided by:
Mr. B. Kenneth Townsend, CFP®
(706) 221-8200
6867 Mountainbrook Dr Ste 102
Columbus, GA
Firm
Townsend Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Miss Katherine C. Dunlevie, CFP®
(706) 641-3997
1111 Bay Ave Ste 400
Columbus, GA
Firm
Synovus Family Asset Management

Data Provided by:
Mr. Stephen S Lorentz Sr., CFP®
(706) 644-8639
1148 Broadway
Columbus, GA
Firm
Synovus Financial/Columbus Ban
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Mr. Robert Claude Crane, CFP®
(706) 593-8689
9000 Moore Rd
Columbus, GA
Firm
Wealth Builders / Best Management Solutions, Inc.

Data Provided by:
Ms. Tami Wyrosdick Mcdonald, CFP®
(706) 649-5354
1137 1st Ave Fl 3
Columbus, GA
Firm
Columbus Bank and Trust Company/Synovus Securities, Inc.
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Ryan Cox, CFP®
(706) 575-5380
1695 Whittlesey Rd
Columbus, GA
Firm
Synovus

Data Provided by:
Randy Lester, CFP®
(770) 317-5699
1059 King Place Dr
Columbus, GA
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Raymond Lawton, CFP®
(478) 474-1106
807 Goodson Dr
Columbus, GA
Firm
Concorde Investment Services
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Planning, Life Transitions, Long-Term Care, Planning for Couples

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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