Helpful Financial Planning Tips
Our blog is filled with smart financial strategies to help you build a solid foundation moving forward into the future.
It is less than 3 weeks before my oldest daughter goes off to College and every day I get some type of letter offering us ways to pay for it. The latest letter says “Figuring out how you”ll pay for college can be tough”. They go on to say they are here to provide...
For people who do not have a financial plan and would like to start proactively planning for their family’s financial future and/or are about to experience a life event (ex. changing jobs, moving or retirement) that warrants a new plan. You Will Receive: One two-hour...
Are You Winging It? Setting a strategy down may help you define just what you need to do. Why You Want A Retirement Plan in Writing Many people save and invest vaguely for the future. They know they need to accumulate money for retirement, but when it comes to how...
PLANNING SERVICES WE OFFER At University Financial Strategies, LLC. our advisors offer FEE Only services and specialize in helping individuals, and families address the financial issues that arise throughout life. Our mission is to facilitate financial wellness for...
Would You Like Help Creating A Plan For Your Child's College Fund Or Your Own Retirement Needs?
We Help Families & Individuals Create Financial Plans For Success.
Mark Kelly, Certified Fee-Only Raleigh Financial Planner™
At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.
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