Wealth Management Savannah GA

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.

Iris Dayoub
Alpha Financial Management, Inc.
(912) 353-9343
7505 Waters Avenue, Suite E-1
Savannah, GA
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, MS, PhD

Mr. John O. Giles, CFP®
(912) 598-4391
307 Bull St
Savannah, GA

Data Provided by:
Mr. Mario J. Conti, CFP®
(912) 944-1117
33 Bull St Ste 320
Savannah, GA
Firm
Suntrust Investment Services,
Areas of Specialization
Asset Allocation, Banking, General Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided by:
Kelly A. Newberry, CFP®
(912) 921-3423
200 Stephenson Ave Ste 301
Savannah, GA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Seth Kovensky, CFP®
(912) 629-6251
334 Stephenson Ave
Savannah, GA
Firm
Live Oak Financial Services, L
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Teryl Tornroos
Evergreen Financial Planning, LLC
(912) 373-6698
2 Navigator Lane
Savannah, GA
Expertises
Helping Clients Identify & Achieve Goals, Tax Planning, College/Education Planning, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Mr. William J. Fielitz, CFP®
(912) 691-2320
6602 Abercorn St Ste 100
Savannah, GA
Firm
Chatham Capital Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Michael W. Skinner, CFP®
(912) 233-3602
311 W Broughton St Fl 2
Savannah, GA
Firm
Skinner Barndollar & Lane

Data Provided by:
Mr. Marty A. Phillips, CFP®
(912) 349-1494
127 Abercorn St Ste 201
Savannah, GA
Firm
The Wellspring Group

Data Provided by:
Mr. Royce Alan Burns, CFP®
(912) 652-6323
136 Bull St
Savannah, GA
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Education Planning, Elder Care, General Financial Planning, Government and Military
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

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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