Wealth Management Little Rock AR

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.

Kristina Bolhouse
The Arkansas Financial Group, Inc.
(501) 376-9051
1001 N. University Avenue, Suite 200
Little Rock, AR
Expertises
Advising Medical Professionals, Estate & Generational Planning Issues, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Edward Mahaffy
ClientFirst Wealth Management, LLC
(501) 603-0406
1501 N. University, Suite 615
Little Rock, AR
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Tax Planning, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, MBA

Alvin Rogers
Financial Legacy Management Inc.
(501) 224-7256
10801 Executive Center Drive, Suite 205
Little Rock, AR
Expertises
Planning Issues for Business Owners, Middle Income Client Needs, Ongoing Investment Management, Advising Medical Professionals, Retirement Plan Investment Advice, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. William M. Lloyd, CFP®
(501) 372-1700
415 N. Mckinley St.
Little Rock, AR
Firm
W.M. Lloyd Co.
Areas of Specialization
Investment Management, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Lester P. Matlock, CFP®
(501) 537-1100
11 Corporate Hill Dr
Little Rock, AR
Firm
Ameriprise Financial Inc

Data Provided by:
Mary McCraw
The Arkansas Financial Group, Inc.
(501) 376-9051
1001 N. University Avenue, Suite 200
Little Rock, AR
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Newlyweds & Novice Investors, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Cynthia Conger
Cynthia L. Conger, CPA, PA
(501) 374-1174
2300 Andover Court, Suite 560
Little Rock, AR
Expertises
Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. Brian Curry, CFP®
(501) 228-4404
320 Executive Ct Ste 120
Little Rock, AR
Firm
Ameriprise Financial Services,

Data Provided by:
Mr. Carl M. Irico, CFP®
(501) 537-1111
11 Corporate Hill Dr
Little Rock, AR
Firm
Ameriprise Financial
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Self-Employed Business Owners

Data Provided by:
Ms. Mildred Arlene Obrzut, CFP®
(501) 603-0112
4500 S Lookout St
Little Rock, AR
Firm
Retirement Advisors of Arkansa

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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