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Retirement Planning

Since 1987 we have enhanced the financial lives of our clients through education and careful planning

Parents of college bound high school students are often faced with the financial challenges of the cost of living today, paying for college in just a couple of years and retiring in the not so distant future. College and Retirement, You CAN Do Both! We will show you how to navigate your way through the college years without jeopardizing your own retirement. You will discover:
  • The most common and expensive misconceptions about financial aid -Multiple ways to substantially reduce the cost of a college education
  • The best and worst ways to borrow money for college
  • Why a retirement analysis for Mom and Dad is critical for a successful college plan.
We offer a formal professional plan that calculates necessary financial information and /or college selection information for your son or daughter. This is our keystone product and is by far our most popular service. Some families have stated this service should be mandatory for all parents with a college-bound child.
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