College Funding

We offer College Funding as a stand-alone service or as part of our Financial Planning package.

It’s never too early to plan for the rising costs of college. We show you how to project the amount you’ll need, and we create a plan to meet those future expenses.  Together, with our associates, we also help you to research, apply for, and even negotiate a wide variety of financial aid options.

Includes access to college funding specialist associate to help ensure you, your children or your grandchildren can afford higher education, including saving, loans, tax-free/deferred options and other sources of funding.

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  • Services Snapshot

    Financial Services For Individuals
    • Starting Out/Starting Over Coaching
    • Financial Planning
    • Investment Management
    • Asset Protection
    • Estate & Philanthropic Planning
    • College Funding Service
    • Divorce Planning
    • Senior Lifestyle Planning
    • Life & Career Planning

    Financial Services for Businesses
    • Succession Planning
    • Business Retirement Plan Consulting
    • Business Protection

  • Events

    Stay tuned for a full list of our 2018 Workshops!

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