Wealth Management Warner Robins 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.

Bill Ennis
Day and Ennis, LLC
(478) 474-7480
125 Plantation Centre Drive S, Building 400 B
Macon, GA
Expertises
College/Education Planning, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Mr. Marlan Nichols, CFP®
(478) 929-3888
400 Corder Rd
Warner Robins, GA
Firm
Nichols Cauley & Assoc

Data Provided by:
Mr. Kenneth Kitchens, CFP®
(478) 929-3888
400 Corder Rd
Warner Robins, GA
Firm
Nichols Cauley & Associates, LLC
Areas of Specialization
Accounting, Estate Planning, Retirement Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Joseph F. Blackgrove, CFP®
(478) 922-8100
2517 Moody Rd
Warner Robins, GA
Firm
Rosenberg Financial Group

Data Provided by:
Mr. Stephen M. Rosenberg, CFP®
(478) 922-8100
2517 Moody Rd
Warner Robins, GA
Firm
Rosenberg Financial Group Inc
Areas of Specialization
Charitable Giving, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
John Day
Day and Ennis, LLC
(478) 474-7480
125 Plantation Centre Drive S, Building 400 B
Macon, GA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Mr. Justin Souma, CFP®
(478) 225-6750
314 Corder Rd
Warner Robins, GA
Firm
LPL Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Retirement Planning, Wealth Management, Young Professionals
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mrs. Sherri L Goss, CFP®
(478) 922-8100
2517 Moody Rd
Warner Robins, GA
Firm
Royal Alliance Associates
Areas of Specialization
Comprehensive Financial Planning, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Social Security Planning, Women's Finances
Key Considerations
Average Net Worth: $250,001 - $500,000



Data Provided by:
Mr. Silvio N. Silenzi, CFP®
(478) 599-0380
611 Russell Pkwy Ste B
Warner Robins, GA
Firm
Waddell & Reed Financial Advi
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided by:
Ms. Joy K. Hurst, CFP®
(478) 971-0774
114 Constitution Dr Ste 500
Warner Robins, GA
Firm
LPL Financial
Areas of Specialization
Investment Management, Investment Planning, Planning for Couples, Retirement Income Management, Retirement Planning, Risk Management, Wealth 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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