Wealth Management Muskogee OK

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. Jay Nathan Dickenson, CFP®
(800) 722-9681
213 N 3rd St
Muskogee, OK
Firm
Stifel Nicolaus
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Service Professionals

Data Provided by:
Mr. Terry L. Ellis, Jr., CFP®
(918) 682-4808
1411 S York St
Muskogee, OK
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Education Planning, Estate Planning, General Financial Planning, Government and Military, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Government Employees

Data Provided by:
Bank of America - North 3rd Street
(918) 686-8491
333 N. 3rd
Muskogee, OK
Type
Banking Center
Services
Banking Center Services: Change Order, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday N/A
Tuesday N/A
Wednesday N/A
Thursday N/A
Friday N/A
Saturday N/A
Sunday N/A
Drive Up Hours
Monday 8-6
Tuesday 8-6
Wednesday 8-6
Thursday 8-6
Friday 8-6
Saturday 9-12
Sunday Closed

First Financial Center
(918) 681-7144
510 N Main St
Muskogee, OK
 
Pamela L Treadwell Cpa Cfp
(918) 682-5756
233 W Broadway St
Muskogee, OK
 
Mr. Brent N. Thompson, CFP®
(918) 781-6120
401 N Main St
Muskogee, OK
Firm
Citizens Security Bank

Data Provided by:
Bank of America - Muskogee
(918) 681-3395
230 W. Broadway St
Muskogee, OK
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Deposit Image
Languages
English, Spanish
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-5
Saturday Closed
Sunday Closed

Credit Counseling Centers Of Oklahoma Inc
(918) 683-2778
323 W Broadway St
Muskogee, OK
 
Financial Planning Associates
(918) 781-0000
2019 N Main St
Muskogee, OK
 
American General Financial Services
(918) 686-7171
3413 Chandler Rd
Muskogee, OK
 
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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