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Family Financial Planners Florence SC

Local resource for family financial planners in Florence. 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 R. Chase Jr., CFP®
(843) 669-3222
1801 W Evans St Ste A
Florence, SC
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Divorce Issues, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Medical/Dental Professionals

Data Provided By:
Mr. Stephen N. Jones, CFP®
(843) 665-7599
1325 Cherokee Road
Florence, SC
Firm
Stifel Nicolaus & Company, Incorporated
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Marvin E Slaughter, CFP®
(843) 665-7599
1325 Cherokee Rd
Florence, SC
Firm
Stifel Nicolaus

Data Provided By:
Mr. Wm. Reynolds Williams, CFP®
(843) 662-3258
PO Box 1909
Florence, SC
Firm
Willcox Buyck & Williams
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Legal Professionals

Data Provided By:
Mr. Jason D Newton, CFP®
(843) 292-1492
1511 S IRBY ST
FLORENCE, SC
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Copeland A. Edmunds, CFP®
(843) 292-1584
3203 W Palmetto St.
Florence, SC
Firm
Edward Jones

Data Provided By:
Mr. Conrad E. Seastrunk, CFP®
(843) 661-0220
2231 W Palmetto St
Florence, SC
Firm
Seastrunk Financial Management
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Sudden Wealth Management, Tax Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Wendell E Jones Jr., CFP®
(843) 661-6441
602 S Coit St
Florence, SC
Firm
Edward Jones Investments
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Business Executives

Data Provided By:
Dr. Jan M. Serrano, CFP®
(843) 661-1620
PO Box 100547
Florence, SC
Firm
Francis Marion University

Data Provided By:
Mr. J Wayne Thompson, CFP®
(843) 664-2835
181 E Evans St
Florence, SC
Firm
Ameriprise Financial Services
Areas of Specialization
Comprehensive Financial 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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