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College Planning

However your family chooses to cover the expenses of college, it’s important to speak with a financial professional who understands your unique circumstances, goals, values, and time horizon and can help you determine financial and investment decisions for your family. There are many important factors that will impact your choice of college savings vehicle, not least of which is its financial aid treatment.

Financial representatives don’t just help clients strategize for retirement; we help our clients develop strategies to meet all of life’s major financial milestones, including paying for college. Call us today at (888) 360-3006 to schedule your complete planning review.