Wealth Management Lansing MI

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.

Elizabeth Baer
Elizabeth Rutter Baer, CFP INC
(517) 321-4832
334 Geneva Circle
Lansing, MI
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Ongoing Investment Management, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Richard Feight
IAM Financial, LLC
(888) 283-1392
2164 University Park Dr.
Okemos, MI
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Middle Income Client Needs, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Mr. Frank Cherniawski, CFP®
(517) 323-2063
4710 W Saginaw Hwy
Lansing, MI
Firm
Wealth Management Institute, I

Data Provided by:
Ms. Elizabeth Rutter Baer, CFP®
(517) 321-4832
334 Geneva Cir
Lansing, MI
Firm
Elizabeth Rutter Baer CFP INC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Ms. Cynthia G. Green, CFP®
(517) 321-2000
1712 Willowbrook dr
Lansing, MI
Firm
New York Life Insurance
Areas of Specialization
Asset Allocation, Charitable Giving, Divorce Issues, Education Planning, Elder Care, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Ted Feight
Creative Financial Design
(517) 371-5100
2112 Tulane Drive
Lansing, MI
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Middle Income Client Needs, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®

Nicholas B Pope, CFP®
(517) 346-5165
511 S Washington Ave
Lansing, MI
Firm
Centennial Group
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Derek D. Johnson, CFP®
(888) 994-7388
3501 S Cedar St
Lansing, MI
Areas of Specialization
Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Mr. Nicholas F. Nauta, CFP®
(517) 367-1089
4316 S Pennsylvania Ave
Lansing, MI
Firm
CUSO Financial Services, LP
Areas of Specialization
Comprehensive Financial Planning, Life Planning, Life Transitions, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided by:
Ms. Janet L. Lazar, CFP®
(517) 487-4575
2313 Northampton Way Ste 203
Lansing, MI
Firm
Benefit Evaluation & Retirement Services, Inc
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, LGBT Individuals and Couples, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



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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