Wealth Management Victoria TX

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.

Thomas L. Keller, CFP®
(361) 573-4383
PO Box 2549
Victoria, TX
Firm
KMH Wealth Management, LLC/Keller & Associates, CPAs
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Gregory James Hermes, CFP®
(361) 573-4383
101 S Main St Ste 300
Victoria, TX
Firm
Keller & Associates CPAs

Data Provided by:
Mr. G. Charles Wartsbaugh Jr., CFP®
(361) 578-2496
1 Oconnor Plz Ste 940
Victoria, TX
Firm
Edward D Jones & Company

Data Provided by:
Bank of America - Victoria
(361) 575-4574
5606 N.Navarro St
Victoria, TX
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-3
Tuesday 9-3
Wednesday 9-3
Thursday 9-3
Friday 9-5
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 7:30-6
Tuesday 7:30-6
Wednesday 7:30-6
Thursday 7:30-6
Friday 7:30-6:30
Saturday Closed
Sunday Closed

Wells Fargo - Victoria Sam Houston
(361) 574-5892
1501 E Mockingbird Ln
Victoria, TX
Type
Branch
Office Hours
Mon-Fri 07:30 AM-07:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Mr. Jesse David Bayarena, CFP®
(361) 575-0271
1501 E. Mockingbird
Victoria, TX
Firm
1st Global

Data Provided by:
Mr. Warren A. Udd, CFP®
(361) 570-1800
120 E Constitution St
Victoria, TX
Firm
Sather Financial Group Inc

Data Provided by:
Mr. David Scott Sather, CFP®
(361) 570-1800
120 E Constitution St
Victoria, TX
Firm
Sather Financial Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
Wells Fargo - Victoria North
(361) 582-2755
7107 N Navarro St
Victoria, TX
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Wells Fargo - Victoria Navarro Street
(361) 485-6651
4800 N Navarro St
Victoria, TX
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

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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