Wealth Management Eau Claire WI

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.

Thomas Batterman
Vigil Trust & Financial Fiduciaries
(800) 950-8110
Satellite Office
Eau Claire, WI
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CTFA, JD

Mr. D. Alfred Jones, CFP®
(715) 577-2778
PO Box 1608
Eau Claire, WI
Firm
Jones Financial Consulting, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Planning, Social Security Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Gregory D. Edwards, CFP®
(715) 533-4427
3430 Oakwood Mall Dr Ste 200
Eau Claire, WI
Firm
Security Financial Solutions
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Michael Brahmer, CFP®
(715) 832-1173
4813 Keystone Xing
Eau Claire, WI
Firm
Bernicke & Associates, Ltd.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Retirement Income Management

Data Provided by:
Ms. Lucretia S. Mattson, CFP®
(715) 832-2259
3570 Cypress St
Eau Claire, WI
Firm
CliftonLarsonAllen LLP
Areas of Specialization
Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
William Hilgedick, CFP®
(715) 834-5052
101 N Farwell St Ste 201
Eau Claire, WI
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Retirement Planning, Risk Management

Data Provided by:
Mr. Ron E Farley, CFP®
(715) 552-3515
4112 Oakwood Hills Pkwy
Eau Claire, WI
Firm
Robert W Baird
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Investment Management, Retirement Income Management, 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. Thomas W. Lind, CFP®
(715) 832-8340
1109 W MacArthur Ave Ste 4
Eau Claire, WI
Firm
Northwoods Investment Center
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. H. Lee Minton Iii, CFP®
(715) 832-9717
601 S. Farwell Street
Eau Claire, WI
Firm
Minton Financial Services

Data Provided by:
Mr. Travis J. Kraker, CFP®
131 S Barstow St
Eau Claire, WI
Firm
USbancorp

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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