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Family Financial Planners Davenport IA

Local resource for family financial planners in Davenport. 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.

Eric Kies
The Planning Center
(309) 797-4030
1701 River Drive
Moline, IL
Expertises
Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Financial Issues Between Generations, Ongoing Investment Management, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, AIFA, CFP®, MBA

Mr. Terrill B. Johnson, CFP®
(563) 326-6261
111 N Perry St
Davenport, IA
Firm
River Bend Financial Group

Data Provided By:
Mr. Jason M. Folsom, CFP®
(563) 383-0850
5103 Utica Ridge Rd.
Davenport, IA
Firm
Principal Financial Group

Data Provided By:
Mr. Paul J. Scranton, CFP®
(563) 344-4360
4300 E. 53rd Street
Davenport, IA
Firm
Morgan Stanley Smith Barney, LLC
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Lee M. Lensch, CFP®
(563) 344-9535
5001 Utica Ridge Road
Davenport, IA
Firm
Ameriprise Financial Services, Inc
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Insurance Planning, Investment Management, Long-Term Care

Data Provided By:
Mr. Jeffrey D Newburn, CFP®
(563) 210-4040
201 W 2nd St. Suite 700
Davenport, IA
Firm
Plan2Thrive Financial Services
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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



Data Provided By:
Mr. Chris Connolly, CFP®
(563) 386-3550
4640 North Brady Street
Davenport, IA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
General Financial Planning, Retirement 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:
Mr. Andrew J Trasowech, CFP®
(563) 386-4600
3626 Bridge Avenue
Davenport, IA
Firm
Robert W. Baird & Co.
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided By:
Mr. Grant G. Gordon, CFP®
(563) 441-1919
3475 Jersey Ridge Road
Davenport, IA
Firm
Cervantes & Gordon PLC
Areas of Specialization
Business Succession Planning, Charitable Giving, Debt Management, Divorce Issues, Estate Planning, Healthcare Planning, Insurance Planning

Data Provided By:
Mr. John Richard Pavelka, CFP®
(309) 558-4069
6621 Lorton Ct
Davenport, IA
Firm
Wells Fargo
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Retirement Planning

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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