Traditions Wealth Advisors

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Financial Planning Consultants, Accounting Services, Financial Planners

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33 Years

in Business

(979) 694-9100Call Visit WebsiteVisit Website Map & DirectionsDirections2700 Earl Rudder Fwy S Ste 2600College Station, TX 77845 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near College Station with Financial Planning Consultants

Wellborn (7 miles)
Bryan (11 miles)

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Other Links

http://www.traditionswealthadvisors.com

https://www.traditionswealthadvisors.com

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Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (979) 694-9100

Address: 2700 Earl Rudder Fwy S Ste 2600, College Station, TX 77845

Website: http://www.traditionswealthadvisors.com

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Traditions Wealth Advisors

Tax Planning
So as you work with financial and tax professionals, consider the following 2 strategies. (Note that if your and your spouse’s combined annual retirement income is more than $100,000, you will likely need additional tax planning.)
Charitable Giving
Tax Services
This is a title recognized by the International Board of Standards and Practices for Certified Financial Planners. A Certified Financial Planner (CFP) must pass a rigorous series of exams and enroll in continuing education classes. Knowledge of estate planning, tax preparation, insurance, and investing is required. A CFP is committed to their professional responsibility of ethical behavior when providing financial advice and must abide by the CFP Board’s Code of Ethics (see diagram below) and Professional Responsibility and Planning Practice Standards.
Roth IRA
Other income—such as qualified withdrawals from a Roth IRA, a Roth 401(k), or a health savings account (HSA)—are not subject to federal income taxation and do not factor into how your Social Security benefit is taxed. When the total income calculated under the combined income formula for Social Security is more than the threshold ($34,000 for singles and $44,000 for couples), up to 85 cents of every Social Security income dollar can be taxed. (Not to worry: Your Social Security benefits can’t be taxed more than 85%.)
Income Tax
Most interest on bank deposit accounts (such as CDs or checking and savings accounts) is taxed at the same federal income tax rate as the money you receive from paid work.

Investment Management
Even though financial markets are not easily predictable, strategic decisions regarding your investments must be analyzed and executed. The experienced investment management team at Traditions Wealth Advisors can help you become well-equipped to make these kinds of decisions with confidence.
Bonds
Wealth Management
Independently owned and operated, Traditions Wealth Advisors is a holistic financial planning and wealth management firm located in College Station, Texas. Traditions Wealth Advisors utilizes well known asset custodians such as FIDELITY. We are looking for LONG-TERM applicants who are willing to commit to at least one entire school year. Many of our past interns have signed with Fortune 500 companies, the Big 4 Accounting firms, or gone on to gain careers on Wall Street after completing their internship and degree at TAMU. Our internships provide you with the knowledge and experience you need to be competitive in the real world.

Accounting Services

Financial Planning
The multidisciplinary firm of Traditions Wealth Advisors offers personalized service and professional advice. Your financial planner serves a personal advisor for your long-term planning. A team of experts is assembled to work for you when needed to ensure that all dimensions affecting your finances are analyzed and reviewed. Your financial planning needs may include these services...
Retirement Planning
Traditions Wealth Advisors is a team of professionals who have an expertise in benefits, estate planning, risk, and the following retirement planning options specific to Texas A&M...
Asset Management
Your strategy evolves with your changing short-term and long-term needs. We trust that we will be successful in helping you determine your investment objectives and implement an investment portfolio to help meet those objectives. During our visit, we will provide you with a written, flexible yet directed, investment policy and discuss our philosophies and methodologies for strategic asset allocation.
College Funding

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