Wealth Management Dublin 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.

Mr. James L. Weight, CFP®
(478) 296-0960
122 Creekview Cir
Dublin, GA
Firm
ICMA-RC

Data Provided by:
Mr. C. Michael Cauley, CFP®
(478) 275-1163
1300 Bellevue Ave
Dublin, GA
Firm
Nichols Cauley & Assoc

Data Provided by:
Wells Fargo - Dublin
(478) 275-0380
105 Shamrock Dr
Dublin, GA
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat 09:00 AM-12:00 PM
Sun Closed

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®

Iris Dayoub
Alpha Financial Management, Inc.
(912) 353-9343
7505 Waters Avenue, Suite E-1
Savannah, GA
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, MS, PhD

Mr. Timothy R. Veal, CFP®
(478) 275-1163
1300 Bellevue Ave
Dublin, GA
Firm
Nichols Cauley & Associates, L

Data Provided by:
Mr. T Farrell Nichols, CFP®
(478) 275-1163
1300 Bellevue Ave
Dublin, GA
Firm
Nichols Cauley & Assoc

Data Provided by:
Bank of America - Dublin Mall
(478) 277-3765
2101 Veterans Blvd.
Dublin, GA
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-6
Saturday 9-1
Sunday Closed
Drive Up Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-6
Saturday 9-1
Sunday Closed

Mitchell Reiner
Capital Investment Advisors, LLC
(404) 531-0018
200 Sandy Springs Place, Suite 300
Atlanta, GA
Expertises
High Net Worth Client Needs, Retirement Plan Investment Advice, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CIMA

David Hultstrom
Financial Architects, LLC
(770) 517-8160
107 Weatherstone Drive, Suite 510
Woodstock, GA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Hourly Financial Planning Services, Tax Planning, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, ChFc, MBA

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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