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Family Financial Planners Spanish Fork UT

Local resource for family financial planners in Spanish Fork. 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.

J Grant Olson
Ronald Olson, Inc.
(801) 785-3254
351 East 140 North
Lindon, UT
Expertises
Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, College/Education Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Donald N. Swain, CFP®
(801) 489-3509
339 E 100 N
Springville, UT
Firm
Keeler Thomas

Data Provided By:
Mr. Michael R. Stoddard, CFP®
(801) 375-2969
560 S 100 W, Suite 12
Provo, UT
Firm
Fibonacci Financial
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management

Data Provided By:
Mr. Clarke W. Forsyth, CFP®
(801) 226-1161
35 West 300 North
Provo, UT
Firm
Financial & Tax Solutions
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Cameron W. Foster, CFP®
(801) 221-7923
5132 N 300 W
Provo, UT
Firm
RCM Investments

Data Provided By:
Benjamin Olson
Ronald Olson, Inc.
(801) 785-3254
351 East 140 North
Lindon, UT
Expertises
Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. J. Brett Belliston, CFP®
(801) 344-1908
180 N University Ave Ste 400
Provo, UT
Firm
Contango Advisors

Data Provided By:
Mr. William D. Loucks, CFP®
(801) 374-5284
88 N 500 W
Provo, UT
Firm
LPL Financial @ Mountain America
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided By:
Mr. Michael H. Frandsen, CFP®
(801) 343-0500
389 N University Ave
Provo, UT
Firm
AXA Advisors
Areas of Specialization
Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Mr. Jared White Knudsen, CFP®
1355 N University Ave Ste 140
Provo, UT
Firm
Core Financial
Areas of Specialization
Budget Development, Charitable Giving, Comprehensive Financial Planning, Insurance Planning, Investment Management, Real Estate

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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