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Family Financial Planners Santa Fe NM

Local resource for family financial planners in Santa Fe. 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.

Sabato (Sam) DeLuca
Santa Fe Capital Management
(505) 820-1177
3600 Rodeo Lane, Suite B-2
Santa Fe, NM
Expertises
Women's Financial Planning Issues, Socially Responsible Investments, Planning Concerns for Corporate Executives, Financial Issues Between Generations, Divorce Planning, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Robert Martinez
141 E. Palace Ave
Santa Fe, NM
Company
Title: Financial Advisor
Company: UBS Financial Services
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
J.D., Boalt Hall School of Law, Berkeley, CA
B.A., U.C. Berkeley, Berkeley, CA
Years Experience
Years Experience: 8
Service
Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Hourly Financial Planning Engagements,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Succe

Data Provided By:
Michelle R. Parker, CFP®
(505) 946-5932
121 Sandoval Street
Santa Fe, NM
Firm
Wells Fargo Advisors

Data Provided By:
Thomas Martin, CFP®
(505) 474-7526
2801 Rodeo Rd Ste D
Santa Fe, NM
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. William S. Mcarthur, CFP®
(505) 983-4486
2113 Fort Union Drive
Santa Fe, NM
Firm
McArthur & Company Financial S

Data Provided By:
Roger Asel
Certified Financial Strategies
(972) 702-8121
40 Calle Encanto
Tesuque, NM
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Ms. Lisa A Mason, CFP®
(505) 992-1150
300 Galisteo St
Santa Fe, NM
Firm
Ameriprise Financial Services,
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management

Data Provided By:
Keith M. Fallis, CFP®
(505) 989-5106
141 E. Palace Ave.
Santa Fe, NM
Firm
UBS Financial Services, Inc.
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Kathleen N. Reyes, CFP®
(505) 665-5115
4421 Autumn Leaf Ln
Santa Fe, NM
Firm
Kathleen N. Reyes, C.P.A., C.F.P.

Data Provided By:
Ms. Patricia Ann Rudy-Baese, CFP®
(505) 982-0001
2019 Galisteo St., #N-10
Santa Fe, NM
Firm
Rudy-Baese & Goodman Wealth Management
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

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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