Wealth Management Dalton 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.

Ms. Sara C. Pierce, CFP®
(706) 226-9995
PO Box 339
Dalton, GA
Firm
Morgan Keegan & Company
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. John Thomas Spicknall, CFP®
(706) 278-6999
PO Box 518
Dalton, GA
Firm
Capital Research Advisors

Data Provided by:
Ms. Carol Sutton Lumpkin, CFP®
(706) 278-6967
407 W Emery St
Dalton, GA
Firm
Carol Lumpkin

Data Provided by:
Mr. Lowell Randall Russell Jr., CFP®
(706) 271-6177
2611 Foxmore Cir
Dalton, GA
Firm
Valic
Areas of Specialization
Comprehensive Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $100,000 or less

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

Profession: Non-Profit Employees

Data Provided by:
Mr. Lonnie Edward Jones, CFP®
(706) 935-2684
7797 Nashville St
Ringgold, GA
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Debt Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Allen P. Petway Jr., CFP®
(706) 278-2429
PO Box 1650
Dalton, GA
Firm
Investment & Retirement Manage

Data Provided by:
Mr. Jeffrey A. Browne, CFP®
(706) 226-0144
118 W King St
Dalton, GA
Firm
FSC Securities
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Real Estate, Retirement Income Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Kevin Scott Allen, CFP®
(706) 217-3732
201 W Waugh St
Dalton, GA
Firm
BB&T Wealth Management
Areas of Specialization
Banking, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Macoy N. Griffin, CFP®
(706) 673-2721
428 Hasty Dr
Tunnel Hill, GA
Firm
SagePoint Financial

Data Provided by:
Mr. Jason E. Holland, CFP®
(706) 624-4080
108 N Court St
Calhoun, GA
Firm
Starr-Mathews Financial LLC
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Intergenerational Planning, Retirement Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



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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