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Family Financial Planners Green Bay WI

Local resource for family financial planners in Green Bay. 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.

Thomas Batterman
Vigil Trust & Financial Fiduciaries
(800) 950-8110
Satellite Office
Green Bay, WI
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CTFA, JD

Jerry Ganz
2117 S Oneida Street
Green Bay, WI
Company
Company: Jerry Ganz & Associates
Service
Wealth Management,Estate Tax Planning,Individual Income Tax Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Investment Consulting & Allocation Design,Asset Protection Strategies & Planning,Investment & Portfolio Management,Retirement Income Distribution Planning,Fee-Only Comprehensive Financial Planning

Data Provided By:
Mr. R. C. Froistad, CFP®
(920) 499-5453
2113 S Oneida St
Green Bay, WI
Firm
Froistad & Associates, Inc
Areas of Specialization
Accounting, Asset Allocation, Education Planning, General Financial Planning, Investment Management, Investment Planning, Small Business Planning

Data Provided By:
Mr. Richard A. Balch, CFP®
1234 S Ridge Rd
Green Bay, WI
Firm
Woodmen Financial Resources

Data Provided By:
Adam Lewitzke, CFP®
601 Willard Dr
Green Bay, WI
Firm
Ameriprise Financial Services Inc.

Data Provided By:
Ms. Marlene T. Lanoue, CFP®
(920) 431-0000
2740 South Oneida Street
Green Bay, WI
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Jerry A. Ganz, CFP®
(920) 498-8100
2117 S. Oneida Street
Green Bay, WI
Firm
Jerry Ganz Financial Planning
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Rick T. Holewinski, CFP®
(920) 499-9400
2740 S. Oneida Street
Green Bay, WI
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Paul J. Mongin, CFP®
(920) 499-0999
601 Willard Dr
Green Bay, WI
Firm
Ameriprise Financial
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Michael A. Johnson, CFP®
(920) 494-2040
1551 Park Pl Ste 400
Green Bay, WI
Firm
Michael A. Johnson, CFP
Areas of Specialization
Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
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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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