Wealth Management Murfreesboro TN

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.

Mr. John B. Phillips, CFP®
(615) 216-1217
209 Castlewood Drive
Murfreesboro, TN
Firm
Northwestern Mutual Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning

Data Provided by:
Mr. Ralph F. Weber, CFP®
(805) 277-0741
2441Q Old Fort Pkwy Ste 329
Murfreesboro, TN
Firm
Route Three Life Health Disability

Data Provided by:
Matthew Givens, CFP®
(615) 898-8755
820 Medical Center Pkwy
Murfreesboro, TN
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Retirement Income Management

Data Provided by:
Mr. Michael J. Hull, CFP®
(615) 896-1181
PO Box 12122
Murfreesboro, TN
Firm
Investment & Retirement Advisors
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided by:
Ms. Jennifer A. Sexton, CFP®
(615) 890-9411
745 S Church St Ste 401
Murfreesboro, TN
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Jason W. Qualls, CFP®
(615) 878-2134
3210 Bilbrey Drive
Murfreesboro, TN
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Estate Planning

Data Provided by:
Mr. Brian Coleman, CFP®
(615) 890-5122
1608 Williams Dr Ste 100
Murfreesboro, TN
Firm
Edward Jones
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Planning

Data Provided by:
Mr. Tracey Alan Binkley, CFP®
(615) 764-4473
804 N Thompson Ln Ste 2A
Murfreesboro, TN
Firm
Morgan Stanley Smith Barney

Data Provided by:
Dr. John Thomas Lee, CFP®
(615) 904-6373
710 NW Broad St
Murfreesboro, TN
Firm
Wilson Bank and Trust
Areas of Specialization
Comprehensive Financial Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Martin Hunter Mcfarlin, CFP®
(615) 890-1070
119 N. Maple Street
Murfreesboro, TN
Firm
McFarlin Financial Partners, LLC

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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