Wealth Management Holland 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.

John Faber
Ronald Blue & Co., LLC
(616) 392-3108
210 Central Avenue, Suite 210
Holland, MI
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Ronald Van Surksum
Advanced Asset Management, LLC
(616) 531-5220
4555 Wilson Avenue SW, Suite 2
Grandville, MI
Expertises
Retirement Planning & Distribution Rules, College/Education Planning, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Archie A. Blood Jr., CFP®
(616) 392-1222
192 W 33rd Street
Holland, MI
Firm
Westshore Financial Services

Data Provided by:
Mrs. E. Marie Vanderbroek, CFP®
(616) 392-7536
1045 E 12th St
Holland, MI
Firm
E. Marie VanderBroek
Areas of Specialization
Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Planning, Women's Finances
Key Considerations
Average Net Worth: $100,000 or less

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



Data Provided by:
Ms. Carla A. Masselink, CFP®
(616) 395-4150
99 East 8th Street
Holland, MI
Firm
Raymond James and Associates

Data Provided by:
Donald Vanden Brink
Ronald Blue & Co., LLC
(616) 392-3108
210 Central Avenue, Suite 210
Holland, MI
Expertises
Tax Planning, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Ongoing Investment Management, Middle Income Client Needs, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor

Timothy E. Jongsma, CFP®
(616) 392-6614
44 E 8th St Ste 215
Holland, MI
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Brad A Hulst, CFP®
(616) 546-6700
151 Central Ave
Holland, MI
Firm
Robert W. Baird

Data Provided by:
Mr. James P. Lorence, CFP®
(616) 394-4994
240 S River Ave
Holland, MI
Firm
Lorence and VanderZwart

Data Provided by:
Mrs. Anne B Gamache, CFP®
(616) 392-1040
816 Maple Ave.
Holland, MI
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Life Planning, Retirement Planning

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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