Wealth Management Monroe LA

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.

Ms. Caroline C. Boggs, CFP®
(318) 388-4160
1711 Royal Avenue
Monroe, LA
Firm
Raymond James Financial Serv

Data Provided by:
Mr. Richard W. Guillot, CFP®
(318) 366-5774
300 Washington St Ste 212
Monroe, LA
Firm
Business Alliance Financial Services, LLC

Data Provided by:
Mr. Trey D. Curtis, CFP®
(318) 807-4541
2400 Forsythe Ave
Monroe, LA
Firm
Argent Financial @ Community Trust Bank
Areas of Specialization
Banking, Education Planning, General Financial Planning, Investment Management, Retirement Planning, Small Business Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Gary L. Booth, CFP®
(318) 812-1078
3803 Bayside Circle
Monroe, LA
Firm
Booth Wealth Management LLC
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Edna L. H. Haden, CFP®
(318) 329-2997
PO Box 4803
Monroe, LA
Firm
Haden Financial Services, LLC
Areas of Specialization
Comprehensive Financial Planning, Sudden Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. John C. Crick, CFP®
(318) 387-6383
1900 Lamy Lane, Suite G
Monroe, LA
Firm
Crick Financial Services, LLC

Data Provided by:
Mr. Michael E Ryan, CFP®
(318) 387-6575
2407 Broadmoor Boulevard
Monroe, LA
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Richard J. Imhoff, CFP®
(318) 651-5056
1411 N 19th St
Monroe, LA
Firm
Progressive Bank

Data Provided by:
Mr. Thomas G. Lewis, CFP®
1896 Hudson Cir Ste 1
Monroe, LA
Firm
Booth Wealth Management
Areas of Specialization
Asset Allocation, Banking, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Capital One
(318) 329-2700
1808 North 18Th Street
Monroe, LA
Type
Branch
Services
Drive-Up ATM Investments Representative Open after 5 PM Branch Drive-Up Safe Deposit Box
Office Hours
Sun , Mon 9 AM - 4 PM, Tue 9 AM - 4 PM, Wed 9 AM - 4 PM, Thu 9 AM - 4 PM, Fri 9 AM - 6 PM,
Drive Up Hours
Sun , Mon 8:30 AM - 6 PM, Tue 8:30 AM - 6 PM, Wed 8:30 AM - 6 PM, Thu 8:30 AM - 6 PM, Fri 8:30 AM - 6 PM,

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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