Wealth Management Converse 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.

Don Pace
Netting & Pace, CPA's
(210) 738-3888
7373 Broadway Street, Suite 400
San Antonio, TX
Expertises
Ongoing Investment Management, Divorce Planning, Estate & Generational Planning Issues, Financial Issues Between Generations, Tax Planning, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, MPA

John Eaton
Summit Wealth Management, Inc.
(210) 349-8517
14100 San Pedro, Ste 210
San Antonio, TX
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Investment Advice without Ongoing Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CRPS

Mr. Brett O. Wheeler, CFP®
3303 Oakwell Ct Ste 110
San Antonio, TX
Firm
The Bellwether Group, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided by:
Mr. Christopher J. Powers, CFP®
(210) 918-8970
8610 N New Braunfels Ave Ste 110
San Antonio, TX
Firm
Dawson & Powers, LLC
Areas of Specialization
Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Alberto Vasquez Iii, CFP®
(800) 640-7526
9800 Fredericksburg Rd
San Antonio, TX
Firm
USAA Financial Planning Servic

Data Provided by:
Stephen Jones
Stephen T. Jones Financial Services
(210) 804-2255
2632 Broadway, Suite 103 South
San Antonio, TX
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Newlyweds & Novice Investors, Advising Employee Benefit Plan Participants, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Richard Alan Graham, CFP®
(210) 653-1052
8202 N Interstate 35 Ste 425
San Antonio, TX
Firm
Dick Graham Associates
Areas of Specialization
Investment Management, Retirement Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. David C Bonney, CFP®
(210) 824-9894
1919 Oakwell Farms#200
San Antonio, TX
Firm
First Command Financial Planning

Data Provided by:
Mr. Kevin Boriack, CFP®
(210) 832-2307
8522 Broadway
San Antonio, TX
Firm
Charles Schwab & Company Inc
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Ms. Charlene M. Lietz, CFP®
(210) 832-2303
8522 Broadway Street
San Antonio, TX
Firm
Charles Schwab

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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