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Family Financial Planners Collierville TN

Local resource for family financial planners in Collierville. 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.

Dianne Berry
Berry Financial Services, Inc.
(901) 757-4447
1917 Hazelton Drive
Germantown, TN
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Financial Issues Between Generations, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Mr. William L. Hays Jr., CFP®
(901) 854-5495
350 New Byhalia Rd Ste 1
Collierville, TN
Firm
WLH Management Co., Inc.
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided By:
Mrs. Teresa Jw Bailey, CFP®
(901) 316-0160
1135 Halle Park Circle
Collierville, TN
Firm
Pickler Wealth Advisors

Data Provided By:
Mr. Jeffrey N. Boone, CFP®
(901) 355-8515
1755 West Poplar Avenue
Collierville, TN
Firm
SunTrust Investment Services, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Government and Military

Data Provided By:
Mr. David J. Shoemaker, CFP®
(901) 754-4924
8000 Centerview Pkwy Ste 525
Cordova, TN
Firm
Equias Alliance

Data Provided By:
Mr. Steve Piacentini Jr., CFP®
(901) 237-2822
305 Poplar View Pkwy
Collierville, TN
Firm
Trustmark Financial Services
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000



Data Provided By:
Mr. Kevin S. Baltier, CFP®
(901) 853-2280
435 New Byhalia Road
Collierville, TN
Firm
Edward Jones
Areas of Specialization
Divorce Issues, Estate Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
Mr. John J Barrios, CFP®
(901) 850-2127
185 N. Main Street
Collierville, TN
Firm
Barrios Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. David M. Williams, CFP®
(901) 473-9000
8001 Centerview Parkway
Cordova, TN
Firm
Business Enhancement Associates

Data Provided By:
Mr. Christopher D. Kauker, CFP®
(901) 312-5082
138 Timber Creek Dr
Cordova, TN
Firm
Ameriprise Financial

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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