Are You Stressed Out Trying To Pay for Your Child’s College and Still Afford Your Retirement?

As A Fee Only Raleigh Financial Planner, We Help College-Bound Families Choose Smart Options For College & Retirement. 

Mark Kelly, Certified Financial Planner™ Based in Raleigh, NC 

Funding Your Children’s Education While Planning Your Own Retirement Is A Balancing Act

We Help Families & Individuals Manage Their Wealth and Create Financial Plans For Success

College Funding

Our client relationships often begin when families realize they don’t have a plan in place to pay for college. We help our clients increase affordability by making the most of school selection, financial aid, tax opportunities, and using their own savings and income.
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Retirement Management

It’s often hard to think about your own retirement when you’re staring down the barrel of four years of tuition and housing expenses. Once we have established a college funding plan, we turn to your retirement goals. Together we’ll create a plan that helps you prepare for the retirement you want.
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Investment Management

Paying for college and retirement isn’t easy.  We are firm believers in an approach called core satellite, which allows us to build portfolios that have aspects of low-cost, tax-efficient passive strategies while also incorporating more active strategies with an emphasis on risk management.
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How It Works

As A Fee-Only Raleigh Financial Planner, My goal is to give you a clear understanding of your current financial status along with plan to serve as a solid foundation moving forward into the future.

For complete details with video instructions please visit Our Process Page.

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1. GETTING ACQUAINTED

  • Discuss your goals & values
  • Identify your opportunities & weaknesses
  • Explore working with us for Investment Management and/or Financial Planning.
  • Review our Transparent Pricing Packages. 
  • High Value at a Reasonable Fee.

 

2. GETTING ORGANIZED

  • Determine Scope of Help- Investment Only or Financial Planning
  • Collect your Financial Inventory
  • Set up your Personal Financial Website
  • Capture your Risk Number and Assess your financial experience
  • Identify how current portfolio is invested
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3. GETTING A PLAN

  • Establish measurable financial goals
  • Build your financial plan or Investment Strategy together
  • Finalize saving strategies

4. GETTING AHEAD

  • Confirm plan action items
  • Review & track goal progress
  • Investment Check In(See Sample Picture)
  • Adjust plan as your situation evolves

Helpful Financial Planning Tips

Our blog is filled with smart financial strategies to help you build a solid foundation moving forward into the future.

An informed consumer of College Education- Family Portal
An informed consumer of College Education- Family Portal

With Student Loan debt surpassing $1.6 Trillion families need to be an educated consumer of a college education. The Family Portal is a step to helping families figure out how to pay for 4 years of college down to the penny.

Funding Plan Example of How to Pay for College
Funding Plan Example of How to Pay for College

See how we interactively help you plan to pay for college.    At University Financial Strategies we are focused on helping college bound families be an educated consumer of a college education.   We use the College Pre-Approval Process and can help you make smart...

How America Pays for College
How America Pays for College

We are just a couple of weeks away from FAFSA being available for Seniors in High school, so I wanted to share a couple of take aways from a research paper put out by Sallie Mae.   In the research paper it details how we are paying for college in the US.  Specifically...

College Planning Resource Videos

College Pre-Approval

College Pre Approval in Action
EFC and Financial Aid Eligibility

Retirement Planning Resource Videos

Benefits of Saving Early
Life Expectancy Probabilities
The Retirement Equation

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™

Check the background of this financial professional on FINRA’s BrokerCheck & AdvisorInfo

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.

Disclaimer

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, University Financial Strategies, LLC.(referred to as "University Financial Strategies") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. University Financial Strategies, LLC.does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments.

Your use of the information is at your sole risk. Under no circumstances shall University Financial Strategies, LLC.be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if University Financial Strategies, LLC.or a University Financial Strategies, LLC.authorized representative has been advised of the possibility of such damages. In no event shall University Financial Strategies, LLC.have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

FREE College Planning Guide

In this Guide We'll Show You 3 Steps To Selecting the Best School Options That Fit Your Budget

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