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Wealth Management Salem OR

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.

Mary Way
The H Group, Inc.
(503) 371-3333
500 Liberty Street SE, Suite 310
Salem, OR
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Advising Medical Professionals, Charitable Giving - Trusts & Foundations, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Allan D. Ross, CFP®
(503) 399-3805
P.O. Box 12888
Salem, OR
Firm
CFP, Inc.
Areas of Specialization
Business Succession Planning, Insurance Planning, Investment Management, Small Business Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Timothy C. Ivey, CFP®
3955 Center St NE
Salem, OR
Firm
US BANCORP

Data Provided by:
Mr. Kevin M. Winder, CFP®
(503) 385-1233
1800 State St
Salem, OR
Firm
Invest Northwest, LLC
Areas of Specialization
Investment Management

Data Provided by:
Mr. Daniel T. Dollinger, CFP®
(503) 363-1550
187 High St SE
Salem, OR
Firm
DOLLINGER MANAGEMENT, INC.
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Elder Care, Estate Planning, General Financial Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Ronald Kelemen
The H Group, Inc.
(503) 371-3333
500 Liberty Street SE, Suite 310
Salem, OR
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Retirement Plan Investment Advice, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Ms. Shalisa Green Pierce, CFP®
198 Commercial St SE Ste 220
Salem, OR
Firm
Waddell & Reed
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided by:
Mr. Robert B. Welle, CFP®
(503) 485-5204
388 State St
Salem, OR
Firm
Ameriprise Financial

Data Provided by:
Mr. Laurence T. Hanslits, CFP®
(503) 371-3333
500 Liberty St SE Ste 310
Salem, OR
Firm
The H Group, Inc.

Data Provided by:
Ms. Mary Y. Way, CFP®
(503) 371-3333
500 Liberty St SE Suite 310
Salem, OR
Firm
The H Group Inc

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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