Wealth Management Panama City Beach 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.

Mr. Joseph A. Mccurley Jr., CFP®
(850) 767-1001
1509 Tin Cup Ct Unit 102
Panama City Beach, FL
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. John B. Morrow, CFP®
(850) 872-1242
PO Box 1446
Panama City, FL
Firm
Channel Resources Inc.
Areas of Specialization
Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Todd Zaborski, CFP®
(850) 767-1002
201 E 19th St
Panama City, FL
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Government Employees

Data Provided by:
Mrs. Heather M Noyes, CFP®
(850) 785-9614
2420 Jenks Ave
Panama City, FL
Firm
Raymond James
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. John L. Johnson, CFP®
(850) 215-0800
225 Forest Park Cir
Panama City, FL
Firm
Consulting and Investment of P
Areas of Specialization
Asset Allocation, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Planning for Couples
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. David Lawrence Mason, CFP®
Unit 1604
Panama City Beach, FL

Data Provided by:
Mr. William I. Cordell, CFP®
(866) 244-0655
2420 JENKS AVE
PANAMA CITY, FL
Firm
Raymond James
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Frank B. Martin, CFP®
(850) 785-9614
2420 Jenks Avenue
Panama City, FL
Firm
Raymond James & Associates, In
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Long-Term Care, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Kelly Carson Bonner, CFP®
(850) 785-0273
201 E 19th St
Panama City, FL
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Education Planning, Estate Planning, General Financial Planning, Investment Planning, Long-Term Care, Retirement Income Management

Data Provided by:
Ms. Kathleen A. Crowley, CFP®
(850) 747-4503
469 W 23rd St
Panama City, FL
Firm
Morgan Keegan

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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