Wealth Management Killeen 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.

Ms. Susan B. Mitchell, CFP®
(254) 554-4426
2100 Trimmier Rd
Killeen, TX
Firm
Raymond James Financial Servic
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mrs. Deborah I Lawrence, CFP®
(254) 526-4559
3803 Levy Ln Ste 104
Killeen, TX
Firm
First Command Financial Plann
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Government Employees

Data Provided by:
Mr. Peter A. Beronio, CFP®
(254) 526-6603
2601 Trimmier Rd
Killeen, TX
Firm
Beronio Wealth Planning Solutions
Areas of Specialization
Asset Allocation, Budget Development, Education Planning, Investment Management, Retirement Planning, Risk Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable



Data Provided by:
Mr. Charles F Moore, CFP®
(254) 526-4559
1307 High Chapparal Dr
Copperas Cove, TX
Firm
First Command Financial Planning
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,000 or less

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



Data Provided by:
Ms. Shirley Culver, CFP®
(254) 947-0248
101 Salado Plaza Dr
Salado, TX
Firm
FPP Financial Services
Areas of Specialization
Securities

Data Provided by:
Mr. Paul R. Stringfellow, CFP®
(254) 699-1633
302 Millers Xing
Harker Heights, TX
Firm
Edward Jones

Data Provided by:
Mr. Peter James Beronio, CFP®
(254) 526-6603
2601 Trimmier Rd
Killeen, TX
Firm
Beronio Wealth Planning Solutions
Areas of Specialization
Asset Allocation, Budget Development, Education Planning, Investment Planning, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable



Data Provided by:
Mr. John J. Lister, CFP®
(254) 547-0773
2420 E Highway 190
Copperas Cove, TX
Firm
JOHN LISTER, CPA, CFP®

Data Provided by:
Mr. Jeffrey W. Mcclure, CFP®
(800) 914-7526
918 N Main St
Salado, TX
Firm
The Wealth Coach LLC, dba The
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Chase Bank
(254) 526-0395
201 E Central Texas Expy, Unit 1800
Harker Heights, TX
Type
Freestanding
Office Hours
Mon:9:00-6:00
Tues:9:00-6:00
Wed:9:00-6:00
Thurs:9:00-6:00
Fri:9:00-6:00
Sat:9:00-3:00
Sun:closed

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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