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Wealth Management Flint MI

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. John C Lambert, CFP®
(810) 766-7856
328 S Saginaw St
Flint, MI
Firm
Investment Center at Citizens
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Kevin J. Decker, CFP®
(810) 237-4205
328 S Saginaw St
Flint, MI
Firm
Citizens Bank Wealth Management
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Mr. Donald G. Flenniken, CFP®
(810) 732-5752
PO Box 320408
Flint, MI
Firm
Flenniken Financial Group

Data Provided by:
Mr. Roger D. Linn, CFP®
(810) 733-3450
5080 W Bristol Rd
Flint, MI
Firm
Fromholz Paauwe & Baker
Areas of Specialization
Accounting, Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided by:
Teresa L Mcclelland-Sargent, CFP®
(810) 733-5140
G 4080 Miller Rd
Flint, MI
Firm
Financial & Tax Planning Inc.
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Kenneth R. Duetsch Ii, CFP®
(810) 768-4711
328 S Saginaw St
Flint, MI
Firm
Citizens Bank
Areas of Specialization
Banking, Charitable Giving, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided by:
Mr. Jonathan E Hohn, CFP®
(810) 766-7870
328 S. Saginaw St.
Flint, MI
Firm
Citizens Bank
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Mr. David A. Page, CFP®
(810) 238-4617
5206 Gateway Ctr Ste 100
Flint, MI
Firm
Lewis & Knopf CPA's

Data Provided by:
Mr. Nicholas D. Sheeran, CFP®
(810) 397-0188
5206 Gateway Centre, Suite 300
Flint, MI
Firm
Stephens Wealth Management Group
Areas of Specialization
Charitable Giving, Education Planning, Estate Planning, Insurance Planning, Risk Management, Special Needs Planning, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Dennis M. Pennell, CFP®
(810) 964-9034
G-3339 Van Slyke Rd.
Flint, MI
Firm
Questar Capital
Areas of Specialization
Charitable Giving, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: Not Applicable

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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