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Family Financial Planners Monroe LA

Local resource for family financial planners in Monroe. 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.

Mr. Richard W. Guillot, CFP®
(318) 366-5774
300 Washington St Ste 212
Monroe, LA
Firm
Business Alliance Financial Services, LLC

Data Provided By:
Mr. Richard J. Imhoff, CFP®
(318) 651-5056
1411 N 19th St
Monroe, LA
Firm
Progressive Bank

Data Provided By:
Mr. John C. Crick, CFP®
(318) 387-6383
1900 Lamy Lane, Suite G
Monroe, LA
Firm
Crick Financial Services, LLC

Data Provided By:
Mr. Michael E Ryan, CFP®
(318) 387-6575
2407 Broadmoor Boulevard
Monroe, LA
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Edna L. H. Haden, CFP®
(318) 329-2997
PO Box 4803
Monroe, LA
Firm
Haden Financial Services, LLC
Areas of Specialization
Comprehensive Financial Planning, Sudden Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Gary L. Booth, CFP®
(318) 812-1078
3803 Bayside Circle
Monroe, LA
Firm
Booth Wealth Management LLC
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Ms. Caroline C. Boggs, CFP®
(318) 388-4160
1711 Royal Avenue
Monroe, LA
Firm
Raymond James Financial Serv

Data Provided By:
Mr. Thomas G. Lewis, CFP®
1896 Hudson Cir Ste 1
Monroe, LA
Firm
Booth Wealth Management
Areas of Specialization
Asset Allocation, Banking, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Trey D. Curtis, CFP®
(318) 807-4541
2400 Forsythe Ave
Monroe, LA
Firm
Argent Financial @ Community Trust Bank
Areas of Specialization
Banking, Education Planning, General Financial Planning, Investment Management, Retirement Planning, Small Business Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Capital One
(318) 329-2700
1808 North 18Th Street
Monroe, LA
Type
Branch
Services
Drive-Up ATM Investments Representative Open after 5 PM Branch Drive-Up Safe Deposit Box
Office Hours
Sun , Mon 9 AM - 4 PM, Tue 9 AM - 4 PM, Wed 9 AM - 4 PM, Thu 9 AM - 4 PM, Fri 9 AM - 6 PM,
Drive Up Hours
Sun , Mon 8:30 AM - 6 PM, Tue 8:30 AM - 6 PM, Wed 8:30 AM - 6 PM, Thu 8:30 AM - 6 PM, Fri 8:30 AM - 6 PM,

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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