Wealth Management Huntsville AL

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.

Larry West
Longview Financial Advisors, Inc.
(256) 534-1196
220B Rhett Avenue
Huntsville, AL
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Tax Planning, Alternative or Private Investments, Real Estate Investments, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, EA, MBA

Velda Eugenias
Eugenias Advisory Group, LLC
(256) 655-7333
126 Waterchase Drive
Huntsville, AL
Expertises
Women's Financial Planning Issues, Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Miss Amanda F. Strembicke, CFP®
(256) 602-1108
555 Sparkman Dr NW Ste 820D
Huntsville, AL
Firm
Practical Financial Solutions
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Government and Military, Investment Management, Life Transitions
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided by:
Mr. Kenneth M. Sproul, CFP®
(256) 650-4028
PO Box 2028
Huntsville, AL
Firm
Morgan Stanley

Data Provided by:
Mr. Robert W. Johnson, CFP®
(256) 704-4619
400 Meridian St N Ste 100
Huntsville, AL
Firm
First Financial Group
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:
Jessica Hovis
Longview Financial Advisors, Inc.
(256) 534-1196
220B Rhett Avenue
Huntsville, AL
Expertises
Retirement Planning & Distribution Rules, Insurance Related Issues, including Annuities, College/Education Planning, Cash Flow/Budgets/Credit Issues, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CLU

Brad Williams
2707 Artie St.
Huntsville, AL
Service
Fee Only Portfolio Management,Wealth Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealt

Data Provided by:
Mr. Timothy R Randle Iv, CFP®
(256) 837-3310
4717 University Drive
Huntsville, AL
Firm
First Command Financial Planni

Data Provided by:
Mr. Gary L Ely, CFP®
(256) 532-6218
114 Governors Dr SE
Huntsville, AL
Firm
BBVA Compass Investment Solutions, Inc.
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Wealth Management

Data Provided by:
Mitchell F. Marsden, CFP®
(801) 512-7375
2430 L and N Dr SW Ste A
Huntsville, AL
Firm
Longview Financial Advisors, Inc.
Areas of Specialization
Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

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....

Click here to read the rest of this article at Zacks.com