Wealth Management Madera CA

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 J. Leffler, CFP®
(559) 432-8400
7571 N. Remington Ave., Ste. 105
Fresno, CA
Firm
Portfolio Advisors, Inc.
Areas of Specialization
Asset Allocation, Investment Management, Life Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. David L. Williamson, CFP®
(559) 431-4700
684 West Cromwell Avenue
Fresno, CA
Firm
Pathways Advisory Group, Inc.
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. Frank O. Eller, CFP®
(559) 285-3583
3108 W Wellington Ln
Fresno, CA
Firm
Ameriprise Financial
Areas of Specialization
Business Succession Planning, Estate Planning, Investment Management
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:
Ms. Tina Mistry, CFP®
(559) 432-8400
7571 N. Remington Ave., Ste. 105
Fresno, CA
Firm
Portfolio Advisors, Inc.

Data Provided by:
Mr. Bruce H. Traub, CFP®
(559) 696-2455
4477 W Menlo Ave
Fresno, CA
Firm
G A Repple and Company
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning, Social Security Planning, Socially Responsible Investments
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Ms. Sheila M. Cary, CFP®
(559) 225-9700
1616 W Shaw Ave Ste B5
Fresno, CA
Firm
Commonwealth Financial Network
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Mr. Dustin Joseph Smith, CFP®
(559) 431-4700
684 W. Cromwell
Fresno, CA
Firm
Pathways Advisory Group
Areas of Specialization
General Financial Planning, Investment Planning, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mrs. Michelle L. Carter, CFP®
(559) 431-4700
684 W Cromwell Ave Ste 103
Fresno, CA
Firm
Pathways Advisory Group, Inc.

Data Provided by:
Mr. Herbert R. Knowlton Jr., CFP®
(559) 449-7220
2778 W San Madele Ave
Fresno, CA

Data Provided by:
Mr. Neil Walden, CFP®
(559) 229-0675
1100 W Shaw Ave Ste 136
Fresno, CA
Firm
Walden Financial & Tax Plng
Areas of Specialization
Tax Preparation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Self-Employed Business Owners

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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