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Family Financial Planners Billings MT

Local resource for family financial planners in Billings. 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.

Mr. John N. Greenfield, CFP®
(406) 690-1446
2212 Spruce St
Billings, MT
Firm
self
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Paul S. Dunphy, CFP®
(406) 272-1082
404 N 31st St Ste 219
Billings, MT
Firm
Investment Centers of America
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning, Social Security Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Scott Aaron Hatler, CFP®
(406) 255-5223
First Interstate Wealth Management
Billings, MT
Firm
First Interstate Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, 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. Brenda G. Hittmeier, CFP®
(406) 655-3965
402 N 28th St
Billings, MT
Firm
Stockman Asset Management
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Education Planning, Investment Management, Retirement Income Management, Sudden Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Mark C. Gerber, CFP®
(406) 294-3080
914 Wyoming Avenue
Billings, MT
Firm
MG FINANCIAL ADVISORS
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Wealth Management

Data Provided By:
Mr. Timothy Christensen, CFP®
(406) 655-9228
US Bank Building, Suite 300
Billings, MT
Firm
Ameriprise Financial Services,

Data Provided By:
Mr. Thomas A. Morrison, CFP®
(406) 245-5999
742 Grand Ave
Billings, MT
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Brian J. Bentley, CFP®
401 N 31st St Ste 1300
Billings, MT
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Retirement Planning, Wealth Management

Data Provided By:
Mr. Jim L. Morrison, CFP®
(406) 294-3080
914 Wyoming Avenue
Billings, MT
Firm
Creative Business Strategies,

Data Provided By:
Mr. Gabriel E Lapito, CFP®
(406) 256-5121
208 N. Broadway
Billings, MT
Firm
Strategic Retirement Plans

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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