Wealth Management Davenport IA

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.

Eric Kies
The Planning Center
(309) 797-4030
1701 River Drive
Moline, IL
Expertises
Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Financial Issues Between Generations, Ongoing Investment Management, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, AIFA, CFP®, MBA

Mr. Terrill B. Johnson, CFP®
(563) 326-6261
111 N Perry St
Davenport, IA
Firm
River Bend Financial Group

Data Provided by:
Mr. Shawn M. Agan, CFP®
(563) 359-3475
5153 Utica Ridge Rd
Davenport, IA
Firm
Unified Financial Strategies,
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management

Data Provided by:
Mr. Lee M. Lensch, CFP®
(563) 344-9535
5001 Utica Ridge Road
Davenport, IA
Firm
Ameriprise Financial Services, Inc
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Insurance Planning, Investment Management, Long-Term Care

Data Provided by:
Mr. Mark D. Tholl, CFP®
(563) 344-6070
5405 Utica Ridge Rd
Davenport, IA
Firm
Ameriprise Financial
Areas of Specialization
Investment Management, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Jeffrey D Newburn, CFP®
(563) 210-4040
201 W 2nd St. Suite 700
Davenport, IA
Firm
Plan2Thrive Financial Services
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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



Data Provided by:
Mr. Chris Connolly, CFP®
(563) 386-3550
4640 North Brady Street
Davenport, IA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
General Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. John Richard Pavelka, CFP®
(309) 558-4069
6621 Lorton Ct
Davenport, IA
Firm
Wells Fargo
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Retirement Planning

Data Provided by:
Mr. Andrew J Trasowech, CFP®
(563) 386-4600
3626 Bridge Avenue
Davenport, IA
Firm
Robert W. Baird & Co.
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided by:
Gary Kleinschmidt, CFP®
(563) 441-3902
4301 E. 53rd St.
Davenport, IA
Firm
RBC Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000



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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