Wealth Management Dubuque 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.

Mr. Daniel M. Smith, CFP®
(563) 557-7600
PO Box 179
Dubuque, IA
Firm
Dupaco Credit Union

Data Provided by:
Mrs. Katie J. Thomas, CFP®
(563) 556-0123
2345 JFK Road
Dubuque, IA
Firm
Honkamp Krueger & Co., P.C.
Areas of Specialization
Accounting, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Planning, Retirement Planning, Risk Management

Data Provided by:
Mr. Brian D. Cose, CFP®
(563) 582-2855
3390 Asbury Rd
Dubuque, IA
Firm
Honkamp Krueger Financial
Areas of Specialization
Business Succession Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Michael J. Kircher, CFP®
(563) 556-3392
815 Century Dr
Dubuque, IA
Firm
Jim Kircher & Associates PC

Data Provided by:
Mr. Ronald F. Helle, CFP®
(563) 556-0123
2345 John F Kennedy Rd
Dubuque, IA
Firm
Honkamp Krueger & Co

Data Provided by:
Mrs. Suzan M Martin-Hallahan, CFP®
(563) 557-7600
5865 Saratoga Rd
Dubuque, IA
Firm
Dupaco Financial Services

Data Provided by:
Jamie W. Mcdonald, CFP®
(563) 585-1400
1635 Associates Dr Ste 103
Dubuque, IA
Firm
Heacock and Jones Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Planning, Life Planning

Data Provided by:
Mr. John R. Darrah, CFP®
(563) 582-2855
3390 Asbury Road
Dubuque, IA
Firm
Honkamp Krueger Financial Svc

Data Provided by:
Mr. Richard Thomas Fury, CFP®
(563) 583-5086
1660 Embassy West Dr Ste 200
Dubuque, IA
Firm
Fury Financial Services Inc.

Data Provided by:
Bryan J. Knudson, CFP®
(563) 557-7965
3100 Cedar Crest Rdg Ste 8
Dubuque, IA
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
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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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