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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. 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. 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. 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. Scott M. Robbins, CFP®
(901) 322-4215
3725 Champion Hills Dr
Memphis, TN
Firm
Private Wealth Management, Inc
Areas of Specialization
Comprehensive Financial Planning

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. 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:
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. Brian K Douglas, CFP®
(901) 312-5071
138 Timber Creek
Cordova, TN
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Education Planning, Investment Management, LGBT Individuals and Couples, Retirement Income Management, Young Professionals

Data Provided By:
Ms. Celia K. Brugge, CFP®
(901) 969-4500
8295 Tournament Dr Ste 150
Memphis, TN
Firm
Dogwood Financial Planning
Areas of Specialization
Comprehensive Financial Planning, Planning for Couples, Retirement Income Management, Retirement Planning, Social Security Planning, Women's Finances
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



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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