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Family Financial Planners Bend OR

Local resource for family financial planners in Bend. Includes detailed information on local businesses that provide access to financial expertise on money saving guidelines, household budget planning, wasteful spending elimination, daily expenditure control, retirement planning, prepaid tuition plans, higher education planning, and home equity loans, as well as advice and content on how to save money.

Jay Kolar
Valentine Ventures, LLC
(541) 389-4148
550 SW Industrial Way, Bldg 2, Suite 201
Bend, OR
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mrs. Suzanne E Johannsen, CFP®
(541) 389-2528
214 SE Vine Lane
Bend, OR
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Retirement Planning, Women's Finances

Data Provided By:
Kirby Reed Kleinsmith, CFP®
(541) 788-4362
20040 Old Rock House Rd
Bend, OR
Firm
Kleinsmith Resource Management, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided By:
Jack Schniepp
807 SW Industrial Way
Bend, OR
Company
Title: Financial Consultant, CFP®
Company: Wells Fargo Advisors
Education
Westmont College, Bachelor's Degree
East Stroudsburg Uni., Master's Degree
Years Experience
Years Experience: 7
Service
Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Accumulation Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insurance,Investment & Portfolio Management,Investment Consulting & Alloca

Data Provided By:
Mr. Justin W. Rae, CFP®
(541) 617-6012
705 SW Bonnett Way Ste 1200
Bend, OR
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Insurance Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Roger E. Vlach, CFP®
(541) 706-8560
320 SW Upper Terrace Dr Ste 200
Bend, OR
Firm
Wells Fargo Advisors
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Risk Management, Wealth 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. Brian K. Stallcop, CFP®
(541) 633-7728
19800 Village Office Ct Ste 103
Bend, OR
Firm
Sherpa Wealth Strategies LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education 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:
Devin J Harrigan, CFP®
(541) 382-4847
975 SW Colorado Suite 200
Bend, OR
Firm
Ascent Capital Management LLC

Data Provided By:
Mr. William E Summers, CFP®
(888) 516-3748
404 SW Columbia St
Bend, OR
Firm
Merit Wealth Management, LLC

Data Provided By:
Mr. Richard Clyde Margeson, Jr., CFP®
(541) 323-4000
231 SW Scalehouse Loop Ste 101
Bend, OR
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Long-Term Care, Retirement Planning, Risk Management

Data Provided By:
Data Provided By:

Financial Planning Before Pregnancy

Financial Planning Before Pregnancy

Making the decision to return to work or be a stay-at-home mom after your baby's birth is a difficult one. Also, determining what your insurance will cover, finding out about your company's maternity leave policy, and even budgeting for diapers and clothing can be stressful. The earlier you begin planning these things, however, the better it will be for you and your family. Here are some tips to get your finances in order before you get pregnant.

Your Family's Income

If you and your partner both work, your finances can take a hit if you plan on staying home with your baby after the birth. The first step is to talk with your partner, and write down all of your current income and expenses. Now, calculate how feasible it will be to cover these expenses with only one income, as well as the costs of raising a child. Try to set aside money each month to prepare for pregnancy and parenting.

Health Insurance And Pregnancy

It's essential that you look into your health insurance plan before you get pregnant. Some health insurance plans won't cover prenatal care and testing, while others will even pay for midwives or doulas if you choose. You need to be thorough what about emergency C-sections, or newborn care after the birth? If you don't check the policy carefully now, you may be faced with some unexpected and expensive surprises during your pregnancy.
If your current plan leaves a lot to be desired, you can switch health insurance coverage to a lower cost plan. Women who are already pregnant when they switch plans need to make sure that the insurance covers pre-existing conditions. For lower income families, there are community programs in place that will provide low-fee insurance coverage for mothers and newborns.
Don't forget about life and disability insurance planning. If something happens to you, you want your baby to be provided for. You may have life insurance or long-term disability insurance...

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