Wealth Management Lebanon TN

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.

Donald Claussen
Financial Pathfinders, LLC
(615) 824-2322
101 West Ridge Road
Hendersonville, TN
Expertises
Newlyweds & Novice Investors, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. David W. Walden, CFP®
(615) 443-6531
623 West Main Street
Lebanon, TN
Firm
Raymond James Financial Services
Areas of Specialization
Asset Allocation, Banking, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning

Data Provided by:
Mr. Larry W. Squires, CFP®
(615) 443-6617
623 W Main St
Lebanon, TN
Firm
Wilson Bank and Trust

Data Provided by:
Mr. William A. Bryson Jr., CFP®
(615) 444-6548
1020 Castle Heights Ave N
Lebanon, TN
Firm
AXA Advisors, LLC

Data Provided by:
Mr. Scott F. Davis, CFP®
(615) 553-2704
2598 N MOUNT JULIET RD STE 100
Mount Juliet, TN
Firm
Family Tree Wealth Advisors, LLC
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided by:
Mr. Kenneth W. Caldwell, CFP®
(615) 449-0785
1670 W Main St Ste 150
Lebanon, TN
Firm
Edward Jones
Areas of Specialization
Comprehensive Financial Planning, Education Planning, General Financial Planning, Investment Management, Mortgages, Retirement Income Management, Wealth Management

Data Provided by:
Mr. Anthony Helton, CFP®
(615) 444-6548
1020 N Castle Heights Ave Ste C
Lebanon, TN
Firm
AXA Advisors, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided by:
Mr. Byron K Ford, CFP®
(615) 885-3333
510 Five Oaks Blvd
Lebanon, TN
Firm
Sterne Agee Financial Services, Inc.

Data Provided by:
Mr. David A. Rhodes, CFP®
(615) 553-5007
3735 N. Mount Juliet Rd.
Mt. Juliet, TN
Firm
TrustCore Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning

Data Provided by:
Dale Alan Mingledorff, CFP®
(615) 452-2349
343 Hancock St Ste B
Gallatin, TN
Firm
Horace Mann Investors
Areas of Specialization
Investment Planning, Retirement Planning, Wealth 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....

Click here to read the rest of this article at Zacks.com