College Savings & Retirement Planning

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College Savings

With the rising costs of planning for college, it’s important to plan ahead as soon as possible. There are many options at your disposal but it’s important to know the pros and cons of each choice as it will affect your child’s life.

Areas of Expertise

In the arena of college savings, it’s important to know the difference between the plans that are available and their distinguishing components.

529 College Savings Plans

FAFSA Guidelines

Market Risk within plans

Tax-Advantaged Savings Vehicles

Plan Penalties and Limitations

Retirement planning

When it comes to retirement planning, the most important determining factor is the amount you are able to contribute towards your goal.  The second most important factor is time.  How much and how long determines how well you will do in reaching your retirement goals.

Areas of Expertise

Let’s sit down together to discuss how we can meet the goals for your retirement plan.  These are some key points to consider during our meeting:

Determining How much you will need for retirement


Distribution age

Tax Advantaged plans and Supplemental Income

Contingency plans

Let's work together to plan a brighter future for you.