Wealth Management Springdale 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. Marty Dennis, CFP®
4700 S Thompson St Ste B101
Springdale, AR
Firm
The Point Financial Group / LPL

Data Provided by:
Mr. Bert B. Cupit, CFP®
(479) 966-4884
1505 Carley Rd Ste D
Springdale, AR
Firm
Cupit Financial, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Benjamin S. Shaddox, CFP®
(479) 695-1670
4100 Corporate Center Drive
Springdale, AR
Firm
National Financial Partners/ L

Data Provided by:
Mr. Christopher W. Brune, CFP®
P.O. Box 9658
Fayetteville, AR
Firm
Cornerstone Financial Consulti

Data Provided by:
Michael Eric Sales, CFP®
(479) 571-6203
438 E Millsap Rd Ste 100
Fayetteville, AR
Firm
Morgan Stanley
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Chad Chance, CFP®
(479) 872-9998
4700 S Thompson St Ste B101
Springdale, AR
Firm
The Point Financial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided by:
Mr. Jeffrey T. Huff, CFP®
(479) 713-0420
7058 W Sunset Ave Ste 8
Springdale, AR
Firm
Lighthouse Insurance & Financial Group, Inc.

Data Provided by:
Mr. William Thomas Hustead, CFP®
(479) 756-0600
6815 Isaac's Orchard Road
Springdale, AR
Firm
Wells Fargo Advisors, LLC
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Ms. Janis E. Hayes, CFP®
(479) 571-6234
438 Millsap Road
Fayetteville, AR
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Ms. Barbara J Still, CFP®
(479) 575-1138
PO Box 1327
Fayetteville, AR
Firm
Arvest Asset Managment

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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