Wealth Management Medford OR

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.

Maura Van Heuit
Ashland Financial Solutions
(541) 488-0460
570 A Street
Ashland, OR
Expertises
College/Education Planning, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Paul T Caswell, CFP®
(541) 779-5633
716 Cardley Ave
Medford, OR
Firm
Financial Network Investment Corporation
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mr. Paul B. Smith, CFP®
(541) 618-6408
680 Biddle Road
Medford, OR
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning
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:
Mr. Lawrence Anthony Cogdell Jr., CFP®
(541) 770-6999
833 Alder Creek Dr Ste A
Medford, OR
Firm
Planner4U LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Keegan J. Denn, CFP®
(541) 770-1311
209 Crater Lake Ave
Medford, OR
Firm
FIDELIS iM
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Retirement Planning

Data Provided by:
Ms. Cheryl D. Dyer, CFP®
(541) 779-0800
1150 Crater Lake Ave
Medford, OR
Firm
Summit Brokerage Services Inc.

Data Provided by:
Mr. Jason J. Peters, CFP®
(541) 618-5923
2600 E. Barnett Rd.
Medford, OR
Firm
PremierWest Investment Service
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Retirement 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:
Mr. Tyson F. Wood, CFP®
(541) 734-7102
830 Alder Creek Dr
Medford, OR
Firm
UBS Financial Services
Areas of Specialization
Asset Allocation, Investment Management, Retirement Planning

Data Provided by:
Ms. Lyn Hennion, CFP®
(541) 772-6826
2594 E Barnett Rd
Medford, OR
Firm
Umpqua Investments
Areas of Specialization
Charitable Giving, Estate Planning, Investment Management, Retirement Planning, Risk Management, Securities, Tax Planning

Data Provided by:
Mr. Stephen L. Gerritz, CFP®
2401 Meadowcreek Drive
Medford, OR
Firm
Gerritz Wealth Management, Inc.
Areas of Specialization
Investment Management, Retirement Income Management, Sudden Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

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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