Wealth Management Eugene OR

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.

Ben Utley
Physician Family Financial Advisors
(541) 463-0899
399 East 10th Avenue, Suite 103
Eugene, OR
Expertises
Advising Medical Professionals, Retirement Planning & Distribution Rules, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Arthur Brunson
ADB Capital Management, LLC
(541) 302-5814
401 E. 10th Avenue, Suite 245
Eugene, OR
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Socially Responsible Investments, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Glen J. Lutz, CFP®
(541) 343-1729
3000 Gilham Rd
Eugene, OR
Firm
Concord Financial Counselors I
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning, Securities, Social Security Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Daniel R. Gates, CFP®
(541) 684-9000
2260 Oakmont Way Ste 5
Eugene, OR
Firm
Amerprise Financial, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Planning, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. David D. Bonebrake, CFP®
(541) 868-3800
100 West 13th Ave
Eugene, OR
Firm
Bonebrake Financial Planning & Investments
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Investment Management, Securities, Small Business Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Jeffrey Yamada
MCS Financial Advisors
(541) 345-7023
360 East 10th Avenue, Suite 200
Eugene, OR
Expertises
High Net Worth Client Needs, Financial Issues Between Generations, Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Ryan Darwish
Darwish Capital Management
(541) 345-9025
5070 Donald Street
Eugene, OR
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Special Needs Planning, Financial Issues Between Generations, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU, MBA

Ms. Janice M. Anderson, CFP®
(541) 345-3210
1860 Willamette St
Eugene, OR
Firm
Anderson & Associates CPA LLC

Data Provided by:
Mr. Robert P Hedenstrom, CFP®
(541) 684-3051
800 Pearl St
Eugene, OR
Firm
Charles Schwab and Co.

Data Provided by:
Mr. Michael S. Hall, CFP®
(541) 684-9000
2260 Oakmont Way Ste 5
Eugene, OR
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management, Wealth Management

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....

Click here to read the rest of this article at Zacks.com