Wealth Management Fontana 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.

David Barnett
Barnett Financial Planning
(714) 420-7225
11801 Pierce St., 2nd Floor
Riverside, CA
Expertises
Middle Income Client Needs, Retirement Plan Investment Advice, Ongoing Investment Management, Advising Medical Professionals, Real Estate Investments, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

Gregory R. Zolotar, CFP®
(760) 207-6414
12223 Highland Ave # 566
Rancho Cucamonga, CA
Firm
Triton Financial
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Paul Peiffer, CFP®
(909) 982-0607
8215 White Oak Ave Ste 100
Rancho Cucamonga, CA
Firm
Khandelwal & Associates

Data Provided by:
Arthur F. Cardenas, CFP®
(909) 226-8031
11810 Sebastian Way Ste 105
Rancho Cucamonga, CA
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Don G. Oldham, CFP®
(909) 605-1320
3281 E Guasti Rd
Ontario, CA
Firm
Morgan Stanley

Data Provided by:
Marlon Ortega
3359 Chicago Ave. Ste B
Riverside , CA
Company
Title: Managing Partner
Company: Foresters Financial Insurance Services Inc.
Years Experience
Years Experience: 20
Service
Mortgage Refinancing,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Real Estate Investment Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,Reverse Mortgage,Health Care Insurance,Retirement Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Captive Insurance,401k Rollover From Employer,CD Alternative,Disab

Data Provided by:
Mr. Rex B. Ramsey, CFP®
(909) 225-2315
12273 Highland Ave Ste 138
Rancho Cucamonga, CA
Firm
Wells Fargo Advisors
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Andrew J Chabot, CFP®
(909) 935-5555
11810 Sebastian Way Ste 105
Rancho Cucamonga, CA
Firm
LPL Financial Services
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Paul Cooper, CFP®
(951) 681-1502
11042 Aries Way
Mira Loma, CA
Firm
Cooper Associates
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Michael T. Morrissey, CFP®
(909) 270-7594
3695 Main St
Riverside, CA
Firm
Citizens Trust

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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