Wealth Management Hilton Head Island SC

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.

Desmond Quigley
Quigley Financial
(678) 520-2327
254 Oak Forest Rd
Bluffton, SC
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Tax Planning, Cash Flow/Budgets/Credit Issues, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Ms. Jennifer E Stupica, CFP®
(843) 341-9534
1 Chamber of Commerce Dr
Hilton Head Island, SC
Firm
Merrill Lynch Hilton Head Island, SC 29928
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Life Transitions, Retirement Income Management, Retirement Planning, Women's Finances

Data Provided by:
Ms. Michelle A. Myhre, CFP®
(843) 757-9339
PO Box 7318
Hilton Head Island, SC
Firm
Oak Advisors, LLC

Data Provided by:
Mr. Mulford B. Simons, CFP®
(843) 686-9327
One Greenwood Drive
Hilton Head Island, SC
Firm
Wells Fargo Bank - The Private Bank
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Data Provided by:
Ms. Elizabeth D. Loda, CFP®
(843) 681-7526
4 Dunmore Ct Ste 101
Hilton Head Island, SC
Firm
Womens Financial Network
Areas of Specialization
Asset Allocation, Divorce Issues, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Teryl Tornroos
Evergreen Financial Planning, LLC
(912) 373-6698
2 Navigator Lane
Savannah, GA
Expertises
Helping Clients Identify & Achieve Goals, Tax Planning, College/Education Planning, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Mrs. Donna R. Soper, CFP®
(800) 544-8672
807 William Hilton Pkwy Ste 1301A
Hilton Head Island, SC
Firm
Fidelity Investments

Data Provided by:
Mr. Nathaniel B.P. Jones, CFP®
(843) 681-8300
P.O. Box 21489
Hilton Head, SC
Firm
Hilton Head Financial Advisors, Inc.

Data Provided by:
Ms. Emily A. Johnson, CFP®
(843) 686-2425
23B Shelter Cove Lane
Hilton Head, SC
Firm
Polaris Capital Advisors, LLC

Data Provided by:
Mr. Brian R. Stertzer, CFP®
(614) 565-7199
14 Brams Point Rd
Hilton Head Island, SC
Firm
WealthStone
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

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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