Wealth Management San Bernardino 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.

David Barnett
Barnett Financial Planning
(714) 420-7225
11801 Pierce St., 2nd Floor
Riverside, CA
Expertises
Middle Income Client Needs, Retirement Plan Investment Advice, Ongoing Investment Management, Advising Medical Professionals, Real Estate Investments, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

Mrs. Ichen Le, CFP®
(909) 804-3943
1565 E Highland Ave
San Bernardino, CA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Douglas Paul Stephenson, CFP®
(909) 824-1623
645 N. La Cadena Dr
Colton, CA
Firm
Stephenson Accountancy Corpora
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Reginald Jackson, CFP®
(909) 748-0013
1710 Plum Ln Ste E
Redlands, CA
Firm
Royal Alliance
Areas of Specialization
Business Succession Planning, Charitable Giving, Estate Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Mr. Robert A. Fredericks, CFP®
(909) 792-1070
1200 Nevada St
Redlands, CA
Firm
Fredericks Benefits

Data Provided by:
Mr. Greg Fields, CFP®
(909) 886-8678
3147 Sepulveda Ave
San Bernardino, CA
Firm
Tax and Bookkeeping Solutions
Areas of Specialization
Tax Planning, Tax Preparation

Data Provided by:
Mrs. Tami Jo Simpson, CFP®
325 W Hospitality Ln Ste 106
San Bernardino, CA
Firm
Wealth Financial Group West, Inc.

Data Provided by:
Mr. Lon Leblanc, CFP®
(909) 292-6119
11171 Oakwood Dr Apt G101
Loma Linda, CA
Firm
KB Wealth Planning Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, 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. Patrick D. Reaume, CFP®
(909) 747-0280
1235 Indiana Ct
Redlands, CA
Firm
Reaume Employee Benefit Soluti

Data Provided by:
Ms. Deborah Sue Anderson, CFP®
(909) 798-6005
2068 Orange Tree Ln
Redlands, CA
Firm
Anderson Financial Management

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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