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College and Retirement - You Can Do Both!

For many families with growing children, there is a challenge to achieve multiple financial goals at the same time. Particularly saving for retirement while planning for college. The road to college is not without its challenges, but with proper guidance, I can show you how you can achieve both of your goals at the same time.

Here’s how I help my clients with college planning:

  • Approximately 70% of applications have errors that result in lost potential aid. As a financial professional I can guide you down the correct path to capture the maximum aid possible.
  • Building a retirement plan and a college plan must be coordinated. The way you save for retirement can often-times have a negative impact on your children’s aid opportunities. I can help you skillfully manage both retirement and college planning.
  • Once your children are in college, you need a partner to guide you through the college years while still building for retirement.
  • Little-known creative financial planning strategies can not only help for retirement and college planning, they can make a dramatic tax difference for you throughout your lifetime.

If you are facing the challenge of preparing for college, you need expert guidance to maximize both aid opportunities and your future retirement. Call my office, and request a complimentary college planning consultation. Taking the time to plan may very well save you and your family greatly in the future.