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Family Financial Planners North Augusta SC

Local resource for family financial planners in North Augusta. 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.

Jennifer Noah
The Monitor Group, Inc.
(706) 854-8040
537 Blackburn Drive
Martinez, GA
Expertises
Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Mr. Richard M Sligh, CFP®
(803) 202-9200
PO Box 7256
North Augusta, SC
Firm
Sligh Financial Group, LLC
Areas of Specialization
Retirement Planning

Data Provided By:
Becky Skinner, CFP®
(706) 823-4105
933 Broad St
Augusta, GA
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning

Data Provided By:
Mr. David L. Mcdaniel, CFP®
(706) 823-8125
1 10th St Ste 600
Augusta, GA
Firm
Morgan Stanley Smith Barney

Data Provided By:
Mr. Raymond S. Benjamin, CFP®
(706) 739-1073
32 8th St
Augusta, GA
Firm
LPL Financial
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Bill Cleveland
Preston & Cleveland Wealth Management, LLC
(706) 855-0170
3740 Executive Center Drive
Augusta, GA
Expertises
Charitable Giving - Trusts & Foundations, Planning Issues for Business Owners, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. J. Leland Adams, CFP®
(706) 823-4151
933 Broad St
Augusta, GA
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Banking, Budget Development, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Dr. Timothy L. Owings, CFP®
(706) 823-8142
1 10th St Ste 600
Augusta, GA
Firm
Morgan Stanley Smith Barney

Data Provided By:
Mr. Gerald T. Rogers, CFP®
(706) 739-1336
32 8th St
Augusta, GA
Firm
GB&T Financial Services

Data Provided By:
Ms. Sandra J. Vantrease, CFP®
1 10th St Ste 600
Augusta, GA
Firm
Morgan Stanley Smith Barney

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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