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Family Financial Planners Kennesaw GA

Local resource for family financial planners in Kennesaw. 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 Tillery
Paraklete Financial, Inc.
(678) 290-3930
1230 Valley Reserve Dr. NW
Kennesaw, GA
Expertises
Investment Advice without Ongoing Management, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU, CRPC, MSFS, EdM

Thomas Cloud
Eleven Two Fund Management, Inc.
(770) 971-2888
3162 Johnson Ferry Road, Suite 260-27
Marietta, GA
Expertises
Retirement Plan Investment Advice, Middle Income Client Needs, Hourly Financial Planning Services, Tax Planning, Ongoing Investment Management, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®, ChFc, CSA

David Hultstrom
Financial Architects, LLC
(770) 517-8160
107 Weatherstone Drive, Suite 510
Woodstock, GA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Hourly Financial Planning Services, Tax Planning, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, ChFc, MBA

Kevin Woods
Gratus Capital Management
(404) 961-6000
1300 Parkwood Circle, Suite 170
Atlanta, GA
Expertises
Retirement Planning & Distribution Rules, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Jon Houk
JPH Advisory Group, Inc.
(770) 859-0076
600 Galleria Parkway, Suite 1600
Atlanta, GA
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Retirement Plan Investment Advice, Tax Planning, High Net Worth Client Needs, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Teryl Tornroos
Evergreen Financial Planning, LLC
(678) 763-1372
123 Church Street NE, Suite 250 Denmead Building
Marietta, GA
Expertises
Helping Clients Identify & Achieve Goals, Tax Planning, College/Education Planning, Hourly Financial Planning Services, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Kenneth Frenke
Kenneth Frenke & Co.
(770) 509-4835
2265 Roswell Road, Suite 100
Marietta, GA
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Financial Issues Between Generations, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Norris Edmonson
Beacon Financial Advisers, Inc.
(678) 750-1700
3330 Cumberland Blvd., Suite 500
Atlanta, GA
Expertises
Ongoing Investment Management, Tax Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS

B. Alan Gaylor
Alder Financial Group
(770) 563-8240
300 Galleria Parkway, Suite 1650
Atlanta, GA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Lesley Cole
Ronald Blue & Co., LLC
(770) 644-0500
2100 Riveredge Pkwy, Suite 1100
Atlanta, GA
Expertises
High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Ongoing Investment Management, Estate & Generational Planning Issues, Cash Flow/Budgets/Credit Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

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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2018 American Economic Association Annual Meeting
Dates: 1/5/2018 – 1/7/2018
Location:
Atlanta
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