Wealth Management Johnson City TN

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.

Mr. Paul I Jepson, CFP®
(423) 461-1248
2112 N Roan St Fl 8
Johnson City, TN
Firm
First Tennessee Bank

Data Provided by:
Ms. Lois Ann Carrier, CFP®
(423) 610-0099
508 Princeton Rd
Johnson City, TN
Firm
Carrier & Maurice Inv't. Advisors
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Life Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Adam Crouch
101 East Unaka
Johnson City, TN
Company
Title: REGISTERED REPRESENTIVE
Company: LINSCO PRIVATE LEDGER
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
MILLIGAN COLLEGE BUSINESS/PHYCHOLOGY
NORTHWESTERN UNIVERSITY FINANCE/TRUST
UNIVERSITY OF COLORODO TRUST
Years Experience
Years Experience: 28
Service
Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Asset Protection Strategies & Planning,Income for Life/ Preserve Principal,Health Care Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Estate Tax Planning,Stock Market Alternative,Disability Insurance,Retirement Planning,Long-Term Health Care Planning,Planning For Personal Finances & Budgeting,Individual Income Tax Planning,Pension for Highly Compensated Owners,Wealth Management,Life Insuranc

Data Provided by:
Mr. Jason A. Conkin, CFP®
(423) 282-5191
206 Princeton Rd
Johnson City, TN
Firm
Merrill Lynch

Data Provided by:
Mrs. Candice Landers Chandley, CFP®
(423) 461-1238
2112 N Roan St Fl 8
Johnson City, TN
Firm
First Tennessee
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care

Data Provided by:
Mr. David F. Paduch, CFP®
(423) 979-3835
214 East Mountcastle Drive
Johnson City, TN
Firm
UBS Financial Services
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. David L. Maurice, CFP®
(423) 610-0099
508 Princeton Rd
Johnson City, TN
Firm
Carrier & Maurice Invstment Advisors
Areas of Specialization
Asset Allocation, Estate Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Special Needs Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. William A. Benedetto, CFP®
(423) 283-0400
1907 North Roam Street
Johnson City, TN
Firm
William A Benedetto CFP, EA

Data Provided by:
Mrs. Elizabeth N. Taylor, CFP®
(423) 979-4780
203 Broyles Dr Ste 200
Johnson City, TN
Firm
Wells Fargo Advisors, LLC

Data Provided by:
Mr. James L. Motte, CFP®
(423) 283-9821
801C Sunset Dr Ste 100
Johnson City, TN
Firm
BCS Wealth Management
Areas of Specialization
Asset Allocation, Investment Management, Investment 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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