Wealth Management Layton UT

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.

Mr. Michael P Weston, CFP®
(801) 808-1324
1188 Sportsplex Dr Ste 104
Kaysville, UT
Firm
Weston Wealth Management Group

Data Provided by:
Mr. Michael E Pless, CFP®
(801) 678-9330
786 East Clearwater Court
Layton, UT
Firm
Integrity Financial Consulting

Data Provided by:
Stephen D Thaeler, CFP®
(801) 774-5601
2307 N. Hill Field Road
Layton, UT
Firm
First Command Financial Planning
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Government and Military
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Government Employees

Data Provided by:
Mr. Robert K. Hall, CFP®
(801) 728-9450
80 E Antelope Drive
Layton, UT
Firm
Prepared Heritage Inc.
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:
Mr. Stanley D. Brown, CFP®
(801) 546-4556
1571 E 575 N
Layton, UT
Firm
Lpl Financial Corporation

Data Provided by:
Mr. Kevin L. Flamm, CFP®
(801) 564-1881
PO Box 285
Kaysville, UT
Firm
Suncrest Financial Services, Inc

Data Provided by:
Mr. Shu Ming Tse, CFP®
(801) 774-8920
890 West Heritage Park Blvd, Suite 201
Layton, UT
Firm
S.M. TSE, CPA, P.C.

Data Provided by:
Mr. Ryan G Poll, CFP®
(801) 525-9800
177 E Antelope Dr
Layton, UT
Firm
Raymond James Financial
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits

Data Provided by:
Mr. James W. Barlow, CFP®
(801) 773-1644
2317 North Hill Field Road
Layton, UT
Firm
Financial Network Investment C
Areas of Specialization
Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Blake J. Nelson, CFP®
(801) 786-8458
1268 N Hill Field Rd
Layton, UT
Firm
CUNA Mutual Group
Areas of Specialization
Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management

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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