Wealth Management Madison AL

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.

Velda Eugenias
Eugenias Advisory Group, LLC
(256) 655-7333
126 Waterchase Drive
Huntsville, AL
Expertises
Women's Financial Planning Issues, Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Jessica Hovis
Longview Financial Advisors, Inc.
(256) 534-1196
220B Rhett Avenue
Huntsville, AL
Expertises
Retirement Planning & Distribution Rules, Insurance Related Issues, including Annuities, College/Education Planning, Cash Flow/Budgets/Credit Issues, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CLU

Mr. Michael Ellis, CFP®
(256) 721-2694
7169 Highway 72 W Ste D
Madison, AL
Firm
Edward Jones Investments
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning

Data Provided by:
Mr. John M. Parker Jr., CFP®
(256) 325-1399
7600 Hwy 72 West
Madison, AL
Firm
LPL Financial
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
John Andrew Johnson, CFP®
(256) 772-9127
8097 Madison Blvd Ste 101
Madison, AL
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning

Data Provided by:
Larry West
Longview Financial Advisors, Inc.
(256) 534-1196
220B Rhett Avenue
Huntsville, AL
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Tax Planning, Alternative or Private Investments, Real Estate Investments, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, EA, MBA

John G. Butterfield, CFP®
(256) 774-3046
3809 Sullivan St Ste 6
Madison, AL
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Intergenerational Planning, Investment Management

Data Provided by:
Mr. S. Phillip Poitevint Ii, CFP®
(256) 772-4646
100 Essex Ct Ste C
Madison, AL
Firm
Raymond James
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care

Data Provided by:
Mr. Jakie M. Childers Jr., CFP®
(256) 325-1002
7600 Hwy 72 West
Madison, AL
Firm
LPL Financial
Areas of Specialization
Investment Planning

Data Provided by:
Mr. Billy Gene Brown, CFP®
(256) 830-1220
65 Town Center Dr NW # A
Huntsville, AL
Firm
Brown Professional Group, Inc.
Areas of Specialization
Accounting, Comprehensive Financial Planning, Insurance Planning, Tax Planning, Tax Preparation, Wealth Management

Data Provided by:
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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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