Wealth Management Rogers AR

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. Mitchell L. Lockhart, CFP®
(479) 464-7111
2520 Pinnacle Hills Pkwy
Rogers, AR
Firm
Wells Fargo Advisors LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided by:
Ms. Nancy Millikan-Schell, CFP®
(800) 544-7839
2520 Pinnacle Hills Pkwy
Rogers, AR
Firm
Wells Fargo Advisors LLC
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Scott Washburn, CFP®
(479) 271-8350
5414 Pinnacle Point Dr Ste 100
Rogers, AR
Firm
Stifel Niclaus
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Service Professionals

Data Provided by:
Mr. Leonard K. Fettig, CFP®
(479) 273-7772
6028 Stoney Brook Rd Ste 4
Rogers, AR
Firm
Fettig & Associates
Areas of Specialization
Asset Allocation, Estate Planning, Investment Planning, Life Planning, Life Transitions, Planning for Couples, Retirement Income Management
Key Considerations
Average Net Worth: Not Applicable

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



Data Provided by:
Mr. Jentry K Jones, CFP®
(479) 841-7825
5050 Northgate Road
Rogers, AR
Firm
N/A

Data Provided by:
Mr. James L. Smith, CFP®
(479) 366-5683
2522 Pinnacle Hills Pkwy
Rogers, AR
Firm
Great Southern Bank
Areas of Specialization
Banking, Mortgages
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $250,001 - $500,000



Data Provided by:
Mr. Lyle G. Shields, CFP®
(479) 936-7880
1526 Scott Circle
Rogers, AR
Firm
Lyle Shields

Data Provided by:
Ms. Carla L. Chastain, CFP®
(479) 845-1060
5302 Village Pkwy Ste 1
Rogers, AR
Firm
Chastain Financial
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Life Planning, Life Transitions

Data Provided by:
Braden Hill
4201 W. New Hope Rd.
Rogers, AR
Company
Title: President
Company: Pinnacle Hills Financial Services LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Years Experience
Years Experience: 13
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strate

Data Provided by:
Mr. Michael K. Stafford, CFP®
(479) 631-1655
800 N 20th Pl
Rogers, AR
Firm
Stafford & Westervelt Chtd

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....

Click here to read the rest of this article at Zacks.com