Wealth Management Orlando FL

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.

David Nestrick
FirsTrust, LLC
(407) 859-4334
301 East Pine Street, Suite 150
Orlando, FL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Socially Responsible Investments, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Elayne Pisarik
FirsTrust, LLC
(407) 859-4334
301 East Pine Street, Suite 150
Orlando, FL
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

Daniel Brownsberger
FirsTrust, LLC
(407) 859-4334
301 East Pine Street, Suite 150
Orlando, FL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CIMA

Susan Spraker
Spraker Wealth Management, Inc.
(407) 478-7899
543 N. Wymore Road, Suite 104
Maitland, FL
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MS, PhD

Brian Fricke
Financial Management Concepts
(407) 647-7006
1700 Town Plaza Court
Winter Springs, FL
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, High Net Worth Client Needs, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Christopher Cannon
FirsTrust, LLC
(407) 859-4334
301 East Pine Street, Suite 150
Orlando, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA

Michael Koenig
FirsTrust, LLC
(407) 859-4334
301 East Pine Street, Suite 150
Orlando, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®

Daniel Moisand
Moisand Fitzgerald Tamayo, LLC
(407) 869-6228
601 S. Lake Destiny Rd., Suite 165
Maitland, FL
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Stephen Overstreet
Financial Planning Offices of Stephen Overstreet, P.A.
(407) 359-4205
665 Cayuga Drive
Winter Springs, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Roman Franklin
Franklin Financial Planning, Inc.
(407) 562-1926
801 International Parkway, Suite 500
Lake Mary, FL
Expertises
Ongoing Investment Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Real Estate Investments, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, RFC

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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