Easy. Simple. Life-changing
College funding is a service that requires our clients to take a deep dive into their higher educational goals for their children, and at the same time the allocation of resources within their financial plan. The ideal time for this assessment is when your first child is born, but if you get to it by the time your daughter or son enters high school a lot can be accomplished.
Too often people work all of their lives, support a family, accumulate assets for retirement and beyond, only to have all that they leave to other fought about in Probate Court – some times for years. In addition, various fees by a trustee or attorney chips away at the value of the estate. There is a better way. We will guide you through the process of protecting your assets from creditors and other claims.
We Got You. So Many Options.
Typically a person has about 60 days to decide what they would like to do with their 401k once they are no longer employed by a company. Several options are available to you, and we will help you decide which one will work best with your long-term vision.
Not Sure Where to Start?
No Worries - Complete the form and one of our HIPAA compliant licensed financial professionals will reach out to you. Our passion is finding solutions for others.