Wealth Management Pocatello ID

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. Lance D. Perkins, CFP®
(208) 238-1184
P.O. Box 2444
Pocatello, ID
Firm
Wealth Strategies, LLC

Data Provided by:
Mr. Robert E. Gillette, CFP®
(208) 237-6311
3615 McCaleb Dr
Pocatello, ID
Firm
Camden Financial Services
Areas of Specialization
Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Planning, Planning for Couples, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. George J. Katsilometes, CFP®
(208) 232-6594
353 N 4th Ave
Pocatello, ID
Firm
Ameriprise Financial

Data Provided by:
Mr. Ron D. Clayson, CFP®
(208) 775-3252
1054 Inman Rd
Inkom, ID
Firm
Royal Alliance Associates, Inc

Data Provided by:
Wells Fargo - Yellowstone
(208) 233-8180
950 Yellowstone Ave
Pocatello, ID
Type
Branch
Office Hours
Mon-Fri 09:30 AM-06:00 PM
Sat 10:00 AM-04:00 PM
Sun Closed

Mr. Ronald W. Petersen, CFP®
(208) 232-6594
353 N 4th Ave
Pocatello, ID
Firm
Ameriprise Financial Advisors
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Trent A Yost, CFP®
(208) 237-2277
1455 Bench Rd Ste B
Pocatello, ID
Firm
The O.N. Equity Sales Company
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Ms. Angela T. Moss, CFP®
(208) 232-5471
109 N Arthur Ave
Pocatello, ID
Firm
Jordan & Company Chartered

Data Provided by:
Chase Bank
(208) 478-9500
800 Yellowstone Ave, Ste A
Pocatello, ID
Type
In-store
Office Hours
Mon:9:00-7:00
Tues:9:00-7:00
Wed:9:00-7:00
Thurs:9:00-7:00
Fri:9:00-7:00
Sat:9:00-4:00
Sun:closed

Bank of America - Pocatello
(208) 232-1564
860 Yellowstone Ave
Pocatello, ID
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits, Multi-Check Deposit, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 10-5
Tuesday 10-5
Wednesday 10-5
Thursday 10-5
Friday 10-6
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday Closed
Sunday Closed

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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