COLLEGE PLANNING
College Planning Report
Is providing a college education for a loved one a concern?
Often times, because it seems far off in the future, little thought is given as to how to save and plan financially for a college education. However, it is much easier to save while the child is growing up and pay for college from our savings than to attempt to pay for college as the expenses are incurred, out of income.
This report helps you do that from a high level.
*** Reports are no substitute for a customized and written plan tackling all of your concerns and needs with precision and definitive execution. They are the first step into getting your ducks in a row and we don’t feel they are the last. When it comes to written plans, we take a customization approach so you won’t see a laundry list of available plans on our website… just ask and we will start the dialogue of what plans we can help provide to best suit your needs.
