Wealth Management Fairfield CA

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.

Colleen Soares
Soares Financial,Inc.
(707) 225-6900
2033 First Street
Napa, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Rufus T. Williams, CFP®
(707) 435-8400
1300 Oliver Road
Fairfield, CA
Firm
Solano Wealth Management, Inc
Areas of Specialization
Retirement Income Management, Retirement Planning

Data Provided by:
Mr. Frank L. Holloway, CFP®
(707) 435-8400
1300 Oliver Road
Fairfield, CA
Firm
LPL Financial
Areas of Specialization
Asset Allocation, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management, Long-Term Care

Data Provided by:
Victor P. Jones, CFP®
(707) 447-8772
2050 Peabody Rd Ste 100
Vacaville, CA
Firm
First Command Financial Services

Data Provided by:
Mr. Michael D. Klobas, CFP®
(707) 449-8146
1360 Burton Drive
Vacaville, CA
Firm
MDK Financial
Areas of Specialization
Tax Preparation
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Lowell C. Gossell, CFP®
(707) 428-5500
2801 Waterman Blvd
Fairfield, CA
Firm
Epsilon Financial Group
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mr. Randy C Benning, CFP®
(707) 426-3700
2801 Waterman Blvd Ste 270
Fairfield, CA
Firm
Benning Financial Group LLC
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable



Data Provided by:
Mr. Theodore J. Spinardi Ii, CFP®
(707) 439-3483
5030 Business Center Drive
Fairfield, CA
Firm
Summit Wealth Group

Data Provided by:
Ms. Jean Chai, CFP®
(707) 451-9885
1350 burton dr
Vacaville, CA
Firm
Ameriprise Financial

Data Provided by:
Mr. Gary F. Svatek, Chfc, CFP®
(707) 447-8772
2050 Peabody Rd
Vacaville, CA
Firm
First Command Financial Planning
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

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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