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Wealth Management Dover NH

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.

Faye Doria
Financial Guidance Associates, Inc
(603) 742-8102
86 Locust St
Dover, NH
Expertises
Investment Advice without Ongoing Management, Hourly Financial Planning Services, Middle Income Client Needs, Retirement Planning & Distribution Rules, College/Education Planning, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, EA

Jill Boynton
Cornerstone Financial Planning, LLC
(603) 431-1133
70 Old Post Road
Newington, NH
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Divorce Planning, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CDFA, CFP®

Jeffrey Bogue
Bogue Asset Management
(207) 646-2478
74 Merriland Ridge Road
Wells, ME
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Advising Medical Professionals, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Howard Cadwell
Northeast Passage Financial Advisors
(603) 772-8729
One Liberty Lane East
Hampton, NH
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Special Needs Planning, College/Education Planning, Financial Issues Between Generations, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, MHA

Ms. Lisa L. Dale, CFP®
(877) 656-5022
10 Jenkins Rd
Madbury, NH
Firm
Waddell & Reed Financial, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Insurance Planning, Intergenerational Planning, Investment Management, Life Planning

Data Provided by:
William Simpson
Azimuth Financial Planning, LLC
(603) 373-8793
One New Hampshire Avenue, Suite 125
Portsmouth, NH
Expertises
Ongoing Investment Management, College/Education Planning, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Rozanna Patane
Rozanna Patane, Financial Advisor
(207) 363-7744
29 Sentry Hill Road
York Harbor, ME
Expertises
Ongoing Investment Management, Socially Responsible Investments, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

David Mayes
Mackensen & Company, Inc.
(603) 926-1775
6 Merrill Drive
Hampton, NH
Expertises
Retirement Planning & Distribution Rules, Advising Medical Professionals, Planning Concerns for Corporate Executives, Professional Athletes or Entertainers, Divorce Planning, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CRPC, EA, MA

Warren Mackensen
Mackensen & Company, Inc.
(603) 926-1775
6 Merrill Drive
Hampton, NH
Expertises
Helping Clients Identify & Achieve Goals, Tax Planning, Ongoing Investment Management, Retirement Planning & Distribution Rules, Financial Issues Between Generations, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA, MS

Mr. Alan Felenchak, CFP®
(603) 505-1576
827 Central Ave Ste 5
Dover, NH
Firm
Allstate Financial Services, LLC
Areas of Specialization
Insurance Planning, Retirement Planning

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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