Wealth Management Redding CA

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.

Ann Marie Bugenig, CFP®
(707) 443-2741
1255 East St Ste 100
Redding, CA
Firm
Stifel Nicolaus
Areas of Specialization
Asset Allocation, Budget Development, Estate Planning, Life Transitions, Securities, Women's Finances
Key Considerations
Average Net Worth: Not Applicable



Data Provided by:
Ms. Catherine Lathrop-Cummings, CFP®
(530) 243-7561
2705 Park Makina Dr
Redding, CA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning

Data Provided by:
Mr. Tom Wood, CFP®
(530) 244-7526
1828 South St
Redding, CA
Firm
The Advice Center
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Andrew J. Duff, CFP®
(530) 246-4333
1348 Market St
Redding, CA
Firm
AXA Advisors

Data Provided by:
Mr. F. William Evanhoe, CFP®
(530) 244-1900
340 Hartnell Avenue
Redding, CA
Firm
Evanhoe Kellogg & Company, Cer
Areas of Specialization
Accounting, Budget Development, Debt Management, Estate Planning, General Financial Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Perry J. Wright, CFP®
(530) 244-7199
1255 East Street
Redding, CA
Firm
Stifel Nicolaus & Company, Inc.
Areas of Specialization
General Financial Planning

Data Provided by:
Mr. David Martin Bullock, CFP®
(530) 243-1386
1314 Trinity St
Redding, CA
Firm
LPL Financial Services

Data Provided by:
Mr. Jeffrey A. Coon, CFP®
(530) 246-4079
1515 Pine St
Redding, CA
Firm
Wells Fargo

Data Provided by:
Mr. Geoff V Forcella, CFP®
(530) 222-6301
1600 Victor Avenue
Redding, CA
Firm
Forcella Wealth Managment
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Thomas G. Clifton, CFP®
(530) 222-2898
1681 E Cypress Ave
Redding, CA
Firm
Hathaway, Ksenzulak & Lapp, 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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