Wealth Management Mesquite TX

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.

Christopher Currin
Pegasus Advisors, LLC
(877) 799-4647
6060 N Central Expwy Ste 560
Dallas, TX
Expertises
Retirement Planning & Distribution Rules, Tax Planning, Investment Advice without Ongoing Management, Insurance Related Issues, including Annuities, Special Needs Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Jeremy Hudson
Howard Financial Services, Ltd.
(214) 346-0785
8350 Meadow Road, Suite 181
Dallas, TX
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Michelle Goldstein
Goldstein Financial Future
(214) 695-9251
#6 Brigade Ct.
Dallas, TX
Expertises
Cash Flow/Budgets/Credit Issues, Divorce Planning, Hourly Financial Planning Services, Newlyweds & Novice Investors, Retirement Planning & Distribution Rules, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, MBA

Dana Pingenot
Lee Financial Corporation
(972) 960-1001
12222 Merit Drive, Suite 1500
Dallas, TX
Expertises
Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU

Christopher Currin
Pegasus Advisors, LLC
(877) 799-4647
555 Republic Dr Ste 200
Plano, TX
Expertises
Retirement Planning & Distribution Rules, Tax Planning, Investment Advice without Ongoing Management, Insurance Related Issues, including Annuities, Special Needs Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Emerson Bell
Fee-Only Financial Planning
(214) 871-7600
2305 Cedar Springs Road, Suite 130
Dallas, TX
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Middle Income Client Needs, Advising Medical Professionals, High Net Worth Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MA

Theresa Stuteville
Howard Financial Services, Ltd.
(214) 346-0785
8350 Meadow Road, Suite 181
Dallas, TX
Expertises
Planning Concerns for Corporate Executives, College/Education Planning, Advising Entrepreneurs, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Richard Lee
Lee Financial Corporation
(972) 960-1001
12222 Merit Drive, Suite 1500
Dallas, TX
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, BBA, CFA, CFP®, MBA

Roger Asel
Certified Financial Strategies
(972) 702-8121
5485 BeltLine Rd. #100
Dallas, TX
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. Gerald E. Bunger, CFP®
(972) 948-3583
3048 Cypress Way
Sunnyvale, TX
Firm
Gerald E Bunger & Associates

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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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