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Family Financial Planners Macon GA

Local resource for family financial planners in Macon. 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.

John Day
Day and Ennis, LLC
(478) 474-7480
125 Plantation Centre Drive S, Building 400 B
Macon, GA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Mr. Robert D Maloy Jr., CFP®
(478) 742-5554
231 Riverside Dr Ste 105
Macon, GA
Firm
Patton Albertson & Miller, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Investment Management

Data Provided By:
Mr. Glenn A. Rosen, CFP®
(478) 742-1667
119 Calloway Dr
Macon, GA
Firm
Rosen Capital Management, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Business Succession 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: $100,001 - $250,000



Data Provided By:
Mrs. Colleen M. Giffin, CFP®
(478) 743-9023
2107 Ingleside Ave
Macon, GA
Firm
Beall Financial Planning
Areas of Specialization
Comprehensive Financial Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Christopher E. Bolles Jr., CFP®
(478) 722-6437
300 Mulberry St Ste 101
Macon, GA
Firm
Stifel Nicolaus

Data Provided By:
Bill Ennis
Day and Ennis, LLC
(478) 474-7480
125 Plantation Centre Drive S, Building 400 B
Macon, GA
Expertises
College/Education Planning, Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CPA/PFS

Mr. John Marc Albertson, CFP®
(478) 742-5554
231 Riverside Dr Ste 105
Macon, GA
Firm
Patton Albertson & Miller, LLC
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Thomas Alfred Sams Iii, CFP®
(478) 719-2852
606 Cherry St
Macon, GA
Firm
SunTrust Investment Services, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Carl M. Ellington, CFP®
(478) 746-9505
2411 Ingleside Ave
Macon, GA
Firm
Ingleside Financial Group
Areas of Specialization
Asset Allocation, General Financial Planning, Investment Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Robert Chase Stribling, CFP®
(478) 471-2275
5444 Riverside Dr Fl 2
Macon, GA
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education 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...

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