Strategic College Planning

It is never too early to start thinking about how you will pay for college for one, two or more children in your family. Many families realize that college is just a year away – and we’re happy to work with them to help them find ways to reduce their college costs. The fact is, planning in advance may be one of the best financial decisions you will ever make and will help enable you to pay for college and still be able to save for retirement and other financial priorities that arise.

Helping Parents & Students with their College Planning Needs

  • Starting early, knowing the rules, and observing the deadlines are the most important factors in obtaining college funding

  • The cost of a 4-year college education can range between $50,000 and $180,000

  • College funding does not typically go to the students who need it most, but to those who know the most about the process

  • Over 50% of all students who start college never finish, most often due to the lack of money


Our educational events will empower you to set your child on the right foot and prepare them for not only college, but for graduation and for success in life. Our goal is to help you send your child to the right college for the right reasons and at the right price. 

Our informational courses cover a variety of topics including:

  • How much you should save for college
  • Understanding gifting programs
  • Finding the right college
  • FAFSA opportunities
  • Expected Family Contributions
  • How long does the process take

Seating Is Limited. Sign Up Today!

Be Prepared

One financial goal that most parents share is a college education for their children. Yet with college costs increasing at a faster rate than general inflation, saving for college can be a daunting task.

You can, however, pursue this important financial goal by establishing a college fund and taking action today. Starting now, rather than later, can help ensure that you are financially prepared when your child is ready for college.

Join Us For An Education Workshop Where We Will Explore:

  • Current and future college costs
  • 529 plans and Coverdell Education Savings Accounts
  • Investment options when saving for college
  • Financial aid
  • Other funding sources

This workshop contains essential information, exercises, and questions that are designed to help you make sound decisions about saving for a college education. Perhaps best of all, you’ll be eligible for a complimentary consultation.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered. 

Mutual funds, ETFs, and variable annuities are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF or the variable annuity contract and the underlying investment options, is available from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.