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Family Financial Planners Brainerd MN

Local resource for family financial planners in Brainerd. 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.

Ms. Julie Dillon, CFP®
(218) 829-0356
11610 Andrew St
Brainerd, MN
Firm
Dillon Financial Group
Areas of Specialization
Asset Allocation, General Financial Planning, Government and Military, Insurance Planning, Investment Management, Investment Planning, Life Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mr. Mark E. Parrish, CFP®
(218) 828-8541
14275 Golf Course Dr
Baxter, MN
Firm
Wealth Enhancement Group
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Paul G. Greengo, CFP®
(218) 825-8842
7658 Design Rd #200
Baxter, MN
Firm
Ameriprise Financial Services,

Data Provided By:
Luke J Schumer, CFP®
(218) 829-4131
13782 Bluestem Ct Ste 150
Baxter, MN
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
US Bank - Brainerd Office
(218) 828-5424
320 S 6th St
Brainerd, MN
Drive Up Hours
Mon 07:30 am to 05:30 pm
Tue 07:30 am to 05:30 pm
Wed 07:30 am to 05:30 pm
Thur 07:30 am to 05:30 pm
Fri 07:30 am to 05:30 pm
Sat 09:00 am to 12:00 pm

Kevin Lewis Peterson, CFP®
15354 Dellwood Dr Ste 105
Baxter, MN
Firm
EDWARD JONES

Data Provided By:
Eric E Davidge, CFP®
(800) 326-0445
14275 Golf Course Dr
Baxter, MN
Firm
Stifel Nicolaus
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided By:
David T. Cowell, CFP®
(218) 824-7705
PO Box 2808
Baxter, MN
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Business Succession Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided By:
Mrs. Diane E. Rook-Johnson, CFP®
(218) 825-7353
8378 Brandon Rd
Baxter, MN
Firm
Lemieux Johnson Financial Group
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Wells Fargo - Baxter
(218) 828-2181
15146 Dellwood Dr
Baxter, MN
Type
Branch
Office Hours
Mon-Fri 08:30 AM-06:00 PM
Sat 09:00 AM-12:00 PM
Sun Closed

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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