Wealth Management Marietta GA

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.

Teryl Tornroos
Evergreen Financial Planning, LLC
(678) 763-1372
123 Church Street NE, Suite 250 Denmead Building
Marietta, GA
Expertises
Helping Clients Identify & Achieve Goals, Tax Planning, College/Education Planning, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Thomas Cloud
Eleven Two Fund Management, Inc.
(770) 971-2888
3162 Johnson Ferry Road, Suite 260-27
Marietta, GA
Expertises
Retirement Plan Investment Advice, Middle Income Client Needs, Hourly Financial Planning Services, Tax Planning, Ongoing Investment Management, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®, ChFc, CSA

John Howard
Resource Planning Group, Ltd.
(770) 671-9500
10 Glenlake Parkway, South Tower Suite 150
Atlanta, GA
Expertises
Ongoing Investment Management, Advising Medical Professionals, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, JD

Lesley Cole
Ronald Blue & Co., LLC
(770) 644-0500
2100 Riveredge Pkwy, Suite 1100
Atlanta, GA
Expertises
High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Ongoing Investment Management, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Sammy Grant
SG Financial Advisors, LLC
(404) 459-0025
333 Sandy Springs Circle Ste 121
Sandy Springs, GA
Expertises
Ongoing Investment Management, College/Education Planning, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, Planning Issues for Business Owners, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU, CPA, JD

Kenneth Frenke
Kenneth Frenke & Co.
(770) 509-4835
2265 Roswell Road, Suite 100
Marietta, GA
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Financial Issues Between Generations, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Thomas Moore
Capital Investment Advisors, LLC
(404) 531-0018
200 Sandy Springs Place, Suite 300
Atlanta, GA
Expertises
Ongoing Investment Management, Tax Planning, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MTX

Jon Houk
JPH Advisory Group, Inc.
(770) 859-0076
600 Galleria Parkway, Suite 1600
Atlanta, GA
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Retirement Plan Investment Advice, Tax Planning, High Net Worth Client Needs, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Robert Atkinson Jr.
PFM Capital Management, LLC
(404) 705-4593
750 Hammond Drive, Building One
Sandy Springs, GA
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Gregory Gilbert
Ronald Blue & Co., LLC
(770) 644-0500
2100 Riveredge Pkwy, Suite 1100
Atlanta, GA
Expertises
High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Socially Responsible Investments, Ongoing Investment Management, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CIMA

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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2018 American Economic Association Annual Meeting
Dates: 1/5/2018 – 1/7/2018
Location:
Atlanta
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