Wealth Management Cumming 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.

A. Todd Black
Dogwood Capital Management, Inc.
(678) 648-5129 Ext: 1
4955 Serenity Stone Ct., Suite 100
Cumming, GA
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®

James Daniel
The Advisory Firm, LLC
(678) 566-3711
12600 Deerfield Parkway, Suite 100
Alpharetta, GA
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Middle Income Client Needs, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Steven Wykoff
Mersereau & Lazenby, L.L.C
(770) 614-6800
3469 Lawrenceville-Suwanee Rd., Suite B
Suwanee, GA
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, Advising Employee Benefit Plan Participants, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Norris Edmonson
Beacon Financial Advisers, Inc.
(678) 750-1700
4555 Mansell Rd., Suite 300
Alpharetta, GA
Expertises
Ongoing Investment Management, Tax Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS

Norris Edmonson
Beacon Financial Advisers, Inc.
(678) 750-1700
3235 Satellite Blvd., Bldg. 400, Suite 300
Duluth, GA
Expertises
Ongoing Investment Management, Tax Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS

Mark Gibbs
Gibbs Financial Planning Services, P.C.
(770) 831-8652
1400 Buford Hwy, Suite F5
Sugar Hill, GA
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Michael Dayoub
Union Hill Financial Planning
(770) 361-3139
2625 Bethany Creek Court
Milton, GA
Expertises
Helping Clients Identify & Achieve Goals, Tax Planning, College/Education Planning, Retirement Planning & Distribution Rules, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Jeff Bernier
TandemGrowth Financial Advisors, LLC
(770) 641-6360 Ext: 10
3820 Mansell Road, Suite 290
Alpharetta, GA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CFS, ChFc

Don Whalen
Versailles Financial, LLC
(770) 998-5047
2650 Holcomb Bridge Road
Alpharetta, GA
Expertises
High Net Worth Client Needs, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Advising Employee Benefit Plan Participants, Advising Entrepreneurs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Gregory Sloan
The Daniel Financial Group, LLC
(678) 672-1490
3700 Crestwood Pkwy
Duluth, GA
Expertises
Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Ongoing Investment Management, Estate & Generational Planning Issues, Tax Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

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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