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Wealth Management Katy TX

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.

Gary Busch
Busch Financial Planning
(832) 529-4518
15840 FM 529, Suite 211
Houston, TX
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Middle Income Client Needs, Retirement Planning & Distribution Rules, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Curtis Smith
Interactive Capital Management
(713) 521-9525
14090 Southwest Freeway, Suite 300
Sugar Land, TX
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Advising Medical Professionals, Retirement Plan Investment Advice, Planning Issues for Business Owners, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®

Joseph Thomson
Horizon Advisors, LLC
(713) 748-7000
5851 San Felipe, Suite 700
Houston, TX
Expertises
Tax Planning, Estate & Generational Planning Issues, Financial Issues Between Generations, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, JD

Peter Regan
CEP Financial LLC
(281) 685-9715
12345 Jones Road, Suite 190
Houston, TX
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Insurance Related Issues, including Annuities, Planning Concerns for Corporate Executives, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU, MBA

Richard Alphonso
The Financial Advisory Group Inc.
(713) 627-7660
5599 San Felipe. Suite 900
Houston, TX
Expertises
Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS, JD, MS

Jared Jameson
WJ Interests, LLC
(281) 634-9400
2333 Town Center Drive, Suite 100
Sugar Land, TX
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, College/Education Planning, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Larry Maddox
Horizon Advisors, LLC
(713) 748-7000
5851 San Felipe, Suite 700
Houston, TX
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Financial Issues Between Generations, Helping Clients Identify & Achieve Goals, Advising Entrepreneurs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Henry Bragg
Horizon Advisors, LLC
(713) 748-7000
5851 San Felipe, Suite 700
Houston, TX
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Estate & Generational Planning Issues, Financial Issues Between Generations, High Net Worth Client Needs, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA, MBA, MAcc

Steven Estrin
The Financial Advisory Group Inc.
(713) 627-7660
5599 San Felipe. Suite 900
Houston, TX
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, MBA

Mr. Emory R. Guest, CFP®
(281) 693-2222
23501 Cinco Ranch Blvd
Katy, TX
Firm
Cinco Ranch Financial
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
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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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