Wealth Management Mobile 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.

Stephen Haidt
Retirement Advisors, Inc.
(251) 344-0707
1009 Downtowner Blvd.
Mobile, AL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

John Brown
Brown McLeod, Inc.
(251) 928-9498
508 Fairhope Avenue
Fairhope, AL
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Clint Martin, CFP®
(251) 433-1133
955 Dauphin St
Mobile, AL
Firm
Raymond James
Areas of Specialization
Asset Allocation, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Jonathan C Zimlich, CFP®
(251) 472-4429
3233 Executive Park Circle
Mobile, AL
Firm
Adams & Associates, Inc.
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, Investment Management

Data Provided by:
Mr. John Holmes Smith Iv, CFP®
(251) 454-9195
P.O. Box 40187
Mobile, AL
Firm
RoperStreet Planning, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Scott McLeod
Brown McLeod, Inc.
(251) 928-9498
508 Fairhope Avenue
Fairhope, AL
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations, High Net Worth Client Needs, Special Needs Planning, Alternative or Private Investments, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®

Ms. Celia Mann Baehr, CFP®
(251) 476-7183
2866 Dauphin St Ste R
Mobile, AL
Firm
Celia Mann Baehr, CFP
Areas of Specialization
Asset Allocation, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Retirement Income Management

Data Provided by:
Mr. Miles L. Ball, CFP®
(251) 476-2131
851 East I-65 Service Road South
Mobile, AL
Firm
Wealth Management Consultants LLC
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $100,000 or less

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

Profession: Not Applicable

Data Provided by:
Mr. Billy R. Williams, CFP®
(251) 473-2120
2566 Dauphin Street
Mobile, AL
Firm
Williams Financial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Long-Term Care

Data Provided by:
Mr. John T. Hensley, CFP®
(251) 438-6217
107 Saint Francis St Fl 26
Mobile, AL
Firm
Trustmark

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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