My Pregnancy Guide My Preconception My Pregnancy My Motherhood Pregnancy Tools & Stuff Pregnancy Shopping  

Family Financial Planners Kenosha WI

Local resource for family financial planners in Kenosha. 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.

Michael Haubrich
Financial Service Group, Inc.
(262) 554-4500
4812 Northwestern Avenue
Racine, WI
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Planning Issues for Unmarried & Same-Sex Couples, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Thomas Nowak
Quantum Financial Planning LLC
(847) 767-1682
31470 N. Ranch Road
Grayslake, IL
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, College/Education Planning, Socially Responsible Investments, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Edward F. Fitzpatrick, CFP®
(262) 657-2547
600 52nd Street #100
Kenosha, WI
Firm
Wells Fargo Advisors

Data Provided By:
Mr. Scott A. Larsen, CFP®
(262) 657-1040
6535 Green Bay Rd
Kenosha, WI
Firm
Retirement Planning Center

Data Provided By:
Mr. Bradly E. Potter, CFP®
(262) 657-7716
6300 76th St
Kenosha, WI
Firm
Andrea & Orendorff LLP
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mary Erl
Nest Builder Financial Advisors, Ltd.
(847) 245-7483
1800 Nations Drive, Suite 117
Gurnee, IL
Expertises
College/Education Planning, Advising Employee Benefit Plan Participants, Newlyweds & Novice Investors, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Rick Elsen, CFP®
(262) 652-7535
5707 6th Ave
Kenosha, WI
Firm
Raymond James Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Mark W. Oechler, CFP®
(262) 697-7515
7500 Green Bay Rd
Kenosha, WI
Firm
Johnson Investment Services
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Franklyn R. Deininger, CFP®
(262) 694-9560
4721 75th St
Kenosha, WI
Firm
Deininger & Co Inc
Areas of Specialization
Accounting, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Planning, Long-Term Care

Data Provided By:
Mr. Michael G. Morrone, CFP®
(262) 656-3006
5027 Green Bay Rd Ste 106
Kenosha, WI
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General 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...

Click here to read the rest of this article from My Pregnancy Guide