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Family Financial Planners Mandeville LA

Local resource for family financial planners in Mandeville. 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.

Lauren Lindsay
Personal Financial Advisors, LLC
(985) 898-0450
P.O. Box 3730
Covington, LA
Expertises
Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, College/Education Planning, Advising Medical Professionals, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Robert Reed
Personal Financial Advisors, LLC
(985) 898-0450
P.O. Box 3730
Covington, LA
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Thomas J. Zitzmann, CFP®
(985) 674-5192
849 Galvez St
Mandeville, LA
Firm
Lakeview Financial Services LLC
Areas of Specialization
Education Planning, General Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Ryan Kropog, CFP®
(985) 727-6724
2895 Highway 190 Ste 205
Mandeville, LA
Firm
Kropog Financial Group

Data Provided By:
Mr. John G. Curren Iii, CFP®
(985) 674-4117
2895 Hwy 190
Mandeville, LA
Firm
Charles Schwab & Co., Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, Insurance Planning, Investment Management

Data Provided By:
Robert Reed
Personal Financial Advisors, LLC
(985) 898-0450
100 Tyler Square, #6
Covington, LA
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. William J. Hrapmann Jr., CFP®
(985) 674-4400
4012 Lonesome Road
Mandeville, LA
Firm
Bill Hrapmann Investment Advis
Areas of Specialization
Asset Allocation, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Leo A. Labourdette Jr., CFP®
(985) 674-2519
594 Asbury Drive
Mandeville, LA
Firm
Labourdette Financial Services

Data Provided By:
Mr. Keith G. Laterrade, CFP®
(504) 458-1556
50 Spanish Moss Ct
Mandeville, LA
Firm
LPL Financial
Areas of Specialization
Banking, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
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:
Mr. Mitchel St. Benedict Salmere, CFP®
(877) 267-4953
1261 W Causeway Approach
Mandeville, LA
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
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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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