Wealth Management Lafayette LA

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.

Robert Morella
Apex Capital Management
(337) 984-7010
701 Robley Dr., Ste. 200
Lafayette, LA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Tax Planning, Estate & Generational Planning Issues, Hourly Financial Planning Services, Advising Entrepreneurs
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Mr. Stephen R. Moore Jr., CFP®
(337) 232-4141
PO Box 51901
Lafayette, LA
Firm
KCSC Financial Services, LLC
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues

Data Provided by:
Mr. David J. Romagosa Sr., CFP®
(337) 233-6066
213 N College Rd
Lafayette, LA
Firm
Cornerstone Financial Group In

Data Provided by:
Mrs. Nanette Soileau Heggie, CFP®
(337) 889-0250
140B Rue Beauregard
Lafayette, LA
Firm
Investment Partners of Acadiana/ Raymond James
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Frank O. Akridge Jr., CFP®
(318) 792-8824
217 Rue Louis XIV Ste 103
Lafayette, LA
Firm
Modern Woodmen of America Financial
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Retirement Income Management, Small Business Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Gerard Patin, CFP®
(337) 254-3094
102 Versailles Blvd Ste 808
Lafayette, LA
Firm
Met Life
Areas of Specialization
Estate Planning, Insurance Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided by:
Mr. Michael E. Pharr, CFP®
(337) 232-1141
PO Box 53007
Lafayette, LA
Firm
Summit Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
Mr. John N. Gherardi, CFP®
(337) 266-6015
1021 E Saint Mary Blvd
Lafayette, LA
Firm
UBS Financial Services Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management

Data Provided by:
Mr. Craig C. Babineaux, CFP®
(337) 735-1161
2000 Kaliste sallom Road
Lafayette, LA
Firm
Darnall, Sikes, Gardes & Frederick CPAs

Data Provided by:
Mr. Christopher M Broussard, CFP®
(337) 261-9815
400 E Kaliste Saloom Rd Ste 5100
Lafayette, LA
Firm
New York Life Insurance Company
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

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....

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