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Family Financial Planners Oak Ridge TN

Local resource for family financial planners in Oak Ridge. 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.

Derek Kennedy
Kennedy Wealth Management, LLC
(865) 824-2834
200 Prosperity Drive
Knoxville, TN
Expertises
High Net Worth Client Needs, Middle Income Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

J. David Lewis
Resource Advisory Services, Inc.
(865) 560-0140
2099 Thunderhead, Suite 201
Knoxville, TN
Expertises
Helping Clients Identify & Achieve Goals, Advising Entrepreneurs, Advising Medical Professionals, Ongoing Investment Management, Planning Issues for Business Owners, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, MBA

Mrs. Mary Lynne Yoder, CFP®
(865) 481-0045
100-C E Tennessee Ave
Oak Ridge, TN
Firm
Hobson Yoder Financial Group
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Investment Management, Investment Planning, Life Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Media/Arts Professionals

Data Provided By:
Mr. Jeffrey Mark King, CFP®
(865) 481-0385
687 Emory Valley Rd
Oak Ridge, TN
Firm
Coulter & Justus Financial Ser

Data Provided By:
Mr. Adam Brock, CFP®
9721 Cogdill Rd Ste 101
Knoxville, TN
Firm
Patriot Investment Management

Data Provided By:
R. Bryan Hankla
Resource Advisory Services, Inc.
(865) 560-0140
2099 Thunderhead, Suite 201
Knoxville, TN
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Plan Investment Advice, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

John Smartt
Financial Counseling & Administration
(865) 588-4159
2001 Partridge Run Lane
Knoxville, TN
Expertises
Ongoing Investment Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CPA

Mr. Paul T. Whitmire, CFP®
(865) 482-4211
675 Emory Valley Rd
Oak Ridge, TN
Firm
H.D. Vest Financial Services
Areas of Specialization
Comprehensive Financial Planning, Debt Management, Education Planning, Elder Care, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Ms. Ellen E. Coppinger, CFP®
(865) 481-4962
501 Lafayette Dr
Oak Ridge, TN
Firm
CUNA Mutual Group
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. Roger Edward Kiger, CFP®
(865) 675-8496
620 Mabry Hood Rd Ste 102
Knoxville, TN
Firm
Visionary Horizons Wealth Management Group

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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