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Family Financial Planners La Crosse WI

Local resource for family financial planners in La Crosse. 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.

Jeffrey Lokken
Financial & Investment Management Group
(608) 779-0300
1837 East Main Street
Onalaska, WI
Expertises
Charitable Giving - Trusts & Foundations, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc

Mr. Paul A. Block, CFP®
(608) 785-2200
210 7th St S Ste 2
La Crosse, WI
Firm
Block & Kroll Financial
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Brian J. Koopman, CFP®
(608) 782-1148
230 Front Street N
La Crosse, WI
Firm
Trust Point Inc.

Data Provided By:
Shari Hopkins, CFP®
(608) 784-3904
1516 Losey Blvd So
La Crosse, WI
Firm
Coulee Investment Center located at Coulee Bank
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. James M. Thiher, CFP®
(608) 796-4150
313 4th St S
La Crosse, WI
Firm
Merrill Lynch
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Kevin Mahoney
Financial & Investment Management Group
(608) 779-0300
1837 East Main Street
Onalaska, WI
Expertises
Helping Clients Identify & Achieve Goals, Insurance Related Issues, including Annuities, Estate & Generational Planning Issues, Ongoing Investment Management, Investment Advice without Ongoing Management, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Mr. Shane David Stuhr, CFP®
(608) 782-5764
620 Main St Ste 209
La Crosse, WI
Firm
NORTHWESTERN MUTUAL
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Long-Term Care, Retirement Planning

Data Provided By:
Mr. Bryan F. Tornow, CFP®
(608) 796-0929
700 3rd St N
La Crosse, WI
Firm
Ameriprise Financial Services,

Data Provided By:
Mr. Brian L. Mlsna, CFP®
(608) 796-0929
700 3rd St N
La Crosse, WI
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Lee P. Bluske, CFP®
(608) 782-5293
100 Harborview Plz Ste C-4
La Crosse, WI
Firm
Mutual of Omaha

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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