Wealth Management Jonesboro AR

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.

L. Stephen McNamara
McNamara Financial Planning, LLC
(870) 897-8147
2510 E. Nettleton Avenue, Suite 9
Jonesboro, AR
Expertises
Tax Planning, Estate & Generational Planning Issues, Retirement Plan Investment Advice, High Net Worth Client Needs, Middle Income Client Needs, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Mr. Mark A. Belk, CFP®
(870) 935-6900
1720 S Caraway Rd
Jonesboro, AR
Firm
Northwestern Mutual Financial

Data Provided by:
Regions Bank - Nettleton
(870) 931-0904
4902 East Nettleton Avenue
Jonesboro, AR
Type
Branch
Office Hours
M-F 9:00-2:00
S CLOSED
Su NA
Drive Up Hours
M-F 9:00-2:00
S CLOSED
Su NA

Bank of America - Highland
(870) 933-4351
2500 Highland
Jonesboro, AR
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-6
Saturday 9-12
Sunday Closed
Drive Up Hours
Monday 8-6
Tuesday 8-6
Wednesday 8-6
Thursday 8-6
Friday 8-6
Saturday 9-12
Sunday Closed

Superior Auto Financial Inc
(870) 932-1230
3207 E Nettleton Ave
Jonesboro, AR
 
Stuart Reid, CFP®
(870) 933-6536
2400 E Highland Dr Ste 310
Jonesboro, AR
Firm
Raymond James & Associates, Inc.
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, General Financial Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided by:
Mr. Barry Brian Hesse, CFP®
(870) 931-4222
2217 Woodsprings Rd Ste C
Jonesboro, AR
Firm
Thrivent Financial for Luthera
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Bank of America - Southwest - Jonesboro
(870) 933-4369
630 Southwest Drive
Jonesboro, AR
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-5
Saturday 9-12
Sunday Closed
Drive Up Hours
Monday 8-5
Tuesday 8-5
Wednesday 8-5
Thursday 8-5
Friday 8-6
Saturday 9-12
Sunday Closed

Clark Financial Services
(870) 935-2961
1810 Executive Sq
Jonesboro, AR
 
Argent Trust & Financial Services
(870) 930-9917
603 Southwest Dr
Jonesboro, AR
 
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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