Short-Term College Planning

A college funding problem can morph into a retirement planning problem if not handled properly.

Our focus is on helping parents get to and through the college funding phase with maximum efficiency by utilizing the multiple resources at their fingertips. Many of these college funding resources are obscure and often overlooked. From financial aid to tax efficient distribution of investments, we help families overcome the largest hurdle standing between them and retirement.

Our firm has presented hundreds of college funding seminars to high schools in the region. Our seminars are aimed at parents, both that have not yet fully funded their children's college plan as well as parents looking to maximize their children's college cost savings. Members of high school guidance teams are welcome to contact us to present in their school.

After maximizing efficiency during the college years, our clients can be better able to finish the "last lap" of retirement and estate planning. We continue to grow the relationships developed by college funding and grow them into a full-service financial planning experience to help pursue our clients' most important life goals.

We enjoy helping our clients work towards securing their goals while helping grow the next generation of clients.