Wealth Management Greeley CO

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.

Steve Martin
Martin Wealth Management, LLC
(970) 443-1873
3400 Rosetone Court
Fort Collins, CO
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, Retirement Plan Investment Advice, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Ms. Randee K. Cook, CFP®
(970) 353-7124
1931 65th Ave
Greeley, CO
Firm
Strategic Financial Management

Data Provided by:
Ms. Jennifer A. Owens, CFP®
(970) 506-5800
1901 56th Ave
Greeley, CO
Firm
UBS
Areas of Specialization
Estate Planning

Data Provided by:
Mr. Charles L. Cooper, CFP®
(970) 351-7466
6500 29th st
Greeley, CO
Firm
Masters Financial Group

Data Provided by:
Mr. Cameron L Mastrud, CFP®
(970) 223-4800
5801 W 11th St Ste 105
Greeley, CO
Firm
Wells Fargo Advisors
Areas of Specialization
Estate Planning, General Financial Planning, Insurance Planning, Investment Planning, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
James Watt
James L. Watt Financial Advisors, Ltd.
(970) 225-1440
6248 Buchanan Street
Fort Collins, CO
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Tax Planning, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Mr. Daniel J. Podell, CFP®
(970) 330-2200
1901 56th Ave
Greeley, CO
Firm
MetLife
Areas of Specialization
General Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning, Women's Finances

Data Provided by:
Mr. John R. Roessig, CFP®
(970) 351-7466
6500 W29th St.
Greeley, CO
Firm
Masters Financial Group Inc

Data Provided by:
Mrs. Diane L. Alexander, CFP®
(970) 352-7990
5801 W 11th St Ste 300
Greeley, CO
Firm
Anderson & Whitney PC
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Emily Anne Wiedeman, CFP®
(970) 454-2240
129 1st St
Eaton, CO
Firm
Edward Jones Investments
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

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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