In this special podcast episode hosted by the planners of the Facebook Group “Ask The Experts About Paying For College” we talk about summer planning tips & strategies for college-bound families.
We specialize in the unique financial needs of parents of college-bound kids. We help determine a family budget, a four year funding plan, ways to maximize financial aid and “tax scholarships”.
Preparing for retirement? We help take the worry out of managing finances so you can enjoy the standard of living you deserve during this life stage.
Our investment management process is designed to help you grow your wealth, and pay for things like higher education, health care, and retirement.