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Family Financial Planners Kalispell MT

Local resource for family financial planners in Kalispell. 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. Mark A. Agather, CFP®
(406) 270-0253
10 Ford Way
Kalispell, MT
Firm
Agather Enterprises Inc
Areas of Specialization
Investment Management

Data Provided By:
Mr. Donald A. Rich, CFP®
(406) 756-3787
24 First Ave E
Kalispell, MT
Firm
Cornerstone Wealth Management Partners, PC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Ms. Veda Murray, CFP®
(406) 257-2522
PO Box 143
Kalispell, MT
Firm
Whitman & Murray Inc

Data Provided By:
Mr. Eric M. Ross, CFP®
(512) 534-0323
P.O. Box 182
Kila, MT
Firm
Ameriprise Financial

Data Provided By:
Mr. William Curtis Adams Iii, CFP®
(406) 863-9094
PO Box 1882
Whitefish, MT

Data Provided By:
John Michael Knopik, CFP®
(406) 752-1040
2 Sunset Plaza
Kalispell, MT
Firm
Jordahl & Sliter - Wealth Management Group, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $5,000,001 or more

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



Data Provided By:
Mr. Dan L. Ulvila, CFP®
(406) 756-6095
180 4th Ave West N
Kalispell, MT
Firm
American Financial Services, Inc.
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Ms. Jean M. Luckey, CFP®
(406) 756-7200
20 2nd St W
Kalispell, MT
Firm
Raymond James Financial Servic

Data Provided By:
Mr. Joseph D. Coco Jr., CFP®
(406) 862-9400
6442 Hwy 93 South
Whitefish, MT
Firm
Coco Enterprises, LLC
Areas of Specialization
Asset Allocation, Debt Management, General Financial Planning, Retirement Income Management, Retirement Planning, Wealth Management
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:
US Bank - Kalispell Office
(406) 257-5363
30 N Main St
Kalispell, MT
Drive Up Hours
Mon 08:30 am to 05:30 pm
Tue 08:30 am to 05:30 pm
Wed 08:30 am to 05:30 pm
Thur 08:30 am to 05:30 pm
Fri 08:30 am to 05:30 pm

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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